J. Goldman & Co’s Symbotic SYM Stock Holding History

J. Goldman & Co’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-804,000	Closed	-$28.3M	–	611
2024 Q2	$28.3M	Buy	+804,000	New	+$32.5M	0.8%	28

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

J. Goldman & Co's SYM Position: Q3 2024 in Review

J. Goldman & Co sold out of Symbotic (SYM) in Q3 2024, closing a stake of 164,708 shares — an estimated $5.79M sold.

J. Goldman & Co first reported a position in SYM in Q2 2021 and held it in 4 quarters. The position peaked at $21.1M in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

J. Goldman & Co reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 164,708 Symbotic shares in Q3 2024, an estimated $5.79M.
J. Goldman & Co first reported a position in Symbotic in Q2 2021 and held it in 4 quarters.
J. Goldman & Co's Symbotic position peaked at $21.1M in Q1 2024.
214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.