JG
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Jefferies Group’s Symbotic SYM Stock Holding History

Jefferies 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
2022
Q1 		– Sell
-650,000
Closed -$6.5M – 1924
2021
Q4 		$6.5M Buy
650,000
+615,610
+1,790% +$6.13M 0.04% 387
2021
Q3 		$338K Hold
34,390
– – ﹤0.01% 1348
2021
Q2 		$342K Buy
+34,390
New +$347K ﹤0.01% 1282

Other funds holding SYM

SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return

Jefferies Group's SYM Position: Q1 2022 in Review

Jefferies Group sold out of Symbotic (SYM) in Q1 2022, closing a stake of 650,000 shares — an estimated $6.5M sold.

Jefferies Group first reported a position in SYM in Q2 2021 and held it in 3 quarters. The position peaked at $6.5M in Q4 2021. 78 funds tracked by Wall St. Rank hold SYM as of Q1 2022.

  • Jefferies Group reported no remaining Symbotic position as of Q1 2022 after selling out during the quarter.
  • Jefferies Group sold 650,000 Symbotic shares in Q1 2022, an estimated $6.5M.
  • Jefferies Group first reported a position in Symbotic in Q2 2021 and held it in 3 quarters.
  • Jefferies Group's Symbotic position peaked at $6.5M in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Symbotic as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.