Institutional & Family Asset Management’s Coherent Inc 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
2021 Q1	–	Sell	-17	Closed	-$3K	–	1012
2020 Q4	$3K	Sell	17 -1	-6%	-$128	﹤0.01%	738
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	751
2020 Q2	$2K	Sell	18 -6	-25%	-$785	﹤0.01%	734
2020 Q1	$3K	Hold	24	–	–	﹤0.01%	613
2019 Q4	$4K	Hold	24	–	–	﹤0.01%	637
2019 Q3	$4K	Hold	24	–	–	﹤0.01%	608
2019 Q2	$3K	Hold	24	–	–	﹤0.01%	683
2019 Q1	$3K	Hold	24	–	–	﹤0.01%	682
2018 Q4	$3K	Hold	24	–	–	﹤0.01%	663
2018 Q3	$4K	Hold	24	–	–	﹤0.01%	657
2018 Q2	$4K	Hold	24	–	–	﹤0.01%	649
2018 Q1	$4K	Buy	+24	New	+$5.79K	﹤0.01%	639

Other funds holding COHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's COHR Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Coherent Inc (COHR) in Q1 2021, closing a stake of 17 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in COHR in Q1 2018 and held it in 12 quarters. The position peaked at $4K in Q4 2019. 297 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

Institutional & Family Asset Management reported no remaining Coherent Inc position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 17 Coherent Inc shares in Q1 2021, an estimated $3K.
Institutional & Family Asset Management first reported a position in Coherent Inc in Q1 2018 and held it in 12 quarters.
Institutional & Family Asset Management's Coherent Inc position peaked at $4K in Q4 2019.
297 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.