LCM
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Lattice Capital Management’s Symbotic SYM Stock Holding History

Lattice Capital Management’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 – 31
2024
Q3 		$244K Sell
10,000
-5,500
-35% -$149K 0.22% 25
2024
Q2 		$545K Hold
15,500
– – 0.02% 20
2024
Q1 		$698K Hold
15,500
– – 0.05% 15
2023
Q4 		$796K Hold
15,500
– – 0.06% 16
2023
Q3 		$518K Buy
+15,500
New +$638K 0.06% 24

Other funds holding SYM

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SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
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
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 $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lattice Capital Management's SYM Position: Q4 2024 in Review

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

Lattice Capital Management first reported a position in SYM in Q3 2023 and held it in 5 quarters. The position peaked at $796K in Q4 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Lattice Capital Management reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Lattice Capital Management sold 10,000 Symbotic shares in Q4 2024, an estimated $244K.
  • Lattice Capital Management first reported a position in Symbotic in Q3 2023 and held it in 5 quarters.
  • Lattice Capital Management's Symbotic position peaked at $796K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Lattice Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.