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Jefferies Financial Group’s Symbotic SYM Stock Holding History

Jefferies Financial Group’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
-20,894
Closed -$735K – 1756
2024
Q2 		$735K Buy
+20,894
New +$845K 0.01% 843

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SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $14.1B AUM 25.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Jefferies Financial Group's SYM Position: Q3 2024 in Review

Jefferies Financial Group sold out of Symbotic (SYM) in Q3 2024, closing a stake of 20,894 shares — an estimated $735K sold.

Jefferies Financial Group first reported a position in SYM in Q2 2024 and held it in 1 quarter. The position peaked at $735K in Q2 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Jefferies Financial Group reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 20,894 Symbotic shares in Q3 2024, an estimated $735K.
  • Jefferies Financial Group first reported a position in Symbotic in Q2 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Symbotic position peaked at $735K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.