Institutional & Family Asset Management’s Coherent COHR Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$725	Buy	+10	New	+$601	﹤0.01%	673
2022 Q4	–	Sell	-24	Closed	-$1K	–	735
2022 Q3	$1K	Buy	24 +4	+20%	+$192	﹤0.01%	616
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	635
2022 Q1	$1K	Buy	20 +1	+5%	+$68	﹤0.01%	682
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	706
2021 Q3	$1K	Sell	19 -13	-41%	-$849	﹤0.01%	825
2021 Q2	$2K	Sell	32 -37	-54%	-$2.6K	﹤0.01%	809
2021 Q1	$5K	Buy	69 +33	+92%	+$2.71K	﹤0.01%	680
2020 Q4	$3K	Sell	36 -1	-3%	-$59	﹤0.01%	694
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	680
2020 Q2	$2K	Sell	37 -11	-23%	-$436	﹤0.01%	680
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	718
2019 Q4	$2K	Hold	48	–	–	﹤0.01%	721
2019 Q3	$2K	Hold	48	–	–	﹤0.01%	679
2019 Q2	$2K	Buy	+48	New	+$1.75K	﹤0.01%	699

Other funds holding COHR

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

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

Institutional & Family Asset Management's COHR Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Coherent (COHR) in Q2 2024: 10 shares worth $725. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in COHR as recently as Q3 2022.

Institutional & Family Asset Management first reported a position in COHR in Q2 2019 and has held it in 15 quarters since. The position peaked at $5K in Q1 2021. 496 funds tracked by Wall St. Rank hold COHR as of Q2 2024.

Institutional & Family Asset Management held 10 shares of Coherent worth $725 as of Q2 2024.
Coherent was a new Institutional & Family Asset Management position in Q2 2024.
Coherent made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #673 holding.
Institutional & Family Asset Management first reported a position in Coherent in Q2 2019 and has held it in 15 quarters since.
Institutional & Family Asset Management's Coherent position peaked at $5K in Q1 2021.
496 funds tracked by Wall St. Rank held Coherent as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.