KPF
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K2 Principal Fund’s Symbotic SYM Stock Holding History

K2 Principal Fund’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
Q4 		– Sell
-10,000
Closed -$244K – 353
2024
Q3 		$244K Buy
10,000
+2,000
+25% +$54.3K 0.04% 191
2024
Q2 		$281K Buy
8,000
+3,000
+60% +$121K 0.05% 160
2024
Q1 		$225K Buy
+5,000
New +$219K 0.04% 180

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

K2 Principal Fund's SYM Position: Q4 2024 in Review

K2 Principal Fund sold out of Symbotic (SYM) in Q4 2024, closing a stake of 10,000 shares — an estimated $244K sold.

K2 Principal Fund first reported a position in SYM in Q1 2024 and held it in 3 quarters. The position peaked at $281K in Q2 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • K2 Principal Fund reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • K2 Principal Fund sold 10,000 Symbotic shares in Q4 2024, an estimated $244K.
  • K2 Principal Fund first reported a position in Symbotic in Q1 2024 and held it in 3 quarters.
  • K2 Principal Fund's Symbotic position peaked at $281K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on K2 Principal Fund's 13F filing for Q4 2024, filed 14 Feb 2025.