HeadInvest LLC’s Coherent COHR Stock Holding History

HeadInvest LLC’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$6.47K	–	316
2023 Q3	$6.47K	Buy	+200	New	+$8.21K	﹤0.01%	604

Other funds holding COHR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

HeadInvest LLC's COHR Position: Q4 2023 in Review

HeadInvest LLC sold out of Coherent (COHR) in Q4 2023, closing a stake of 200 shares — an estimated $6.47K sold.

HeadInvest LLC first reported a position in COHR in Q3 2023 and held it in 1 quarter. The position peaked at $6.47K in Q3 2023. 406 funds tracked by Wall St. Rank hold COHR as of Q4 2023.

HeadInvest LLC reported no remaining Coherent position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 200 Coherent shares in Q4 2023, an estimated $6.47K.
HeadInvest LLC first reported a position in Coherent in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Coherent position peaked at $6.47K in Q3 2023.
406 funds tracked by Wall St. Rank held Coherent as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.