Laurie J. Hall Trustee’s Coherent COHR Stock Holding History

Laurie J. Hall Trustee’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-257	Closed	-$9K	–	267
2022 Q4	$9K	Sell	257 -55	-18%	-$1.91K	﹤0.01%	232
2022 Q3	$11K	Sell	312 -150	-32%	-$7.18K	0.01%	242
2022 Q2	$24K	Hold	462	–	–	0.01%	216
2022 Q1	$33K	Buy	462 +10	+2%	+$680	0.01%	212
2021 Q4	$31K	Hold	452	–	–	0.01%	226
2021 Q3	$27K	Sell	452 -280	-38%	-$18.3K	0.01%	229
2021 Q2	$53K	Hold	732	–	–	0.02%	189
2021 Q1	$50K	Hold	732	–	–	0.02%	198
2020 Q4	$56K	Hold	732	–	–	0.02%	189
2020 Q3	$30K	Buy	+732	New	+$32.3K	0.01%	207
2019 Q4	$17K	Buy	492 +292	+146%	+$9.31K	0.01%	243
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	272
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	280
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	284
2018 Q4	$8K	Sell	200 -40	-17%	-$1.49K	﹤0.01%	285
2018 Q3	$11K	Hold	240	–	–	0.01%	288
2018 Q2	$10K	Hold	240	–	–	0.01%	293
2018 Q1	$10K	Hold	240	–	–	0.01%	294
2017 Q4	$11K	Sell	240 -110	-31%	-$4.94K	0.01%	294
2017 Q3	$14.4K	Hold	350	–	–	0.01%	231
2017 Q2	$12K	Buy	+350	New	+$11.3K	0.01%	235

Other funds holding COHR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Laurie J. Hall Trustee's COHR Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of Coherent (COHR) in Q1 2023, closing a stake of 257 shares — an estimated $9K sold.

Laurie J. Hall Trustee first reported a position in COHR in Q2 2017 and held it in 21 quarters. The position peaked at $56K in Q4 2020. 429 funds tracked by Wall St. Rank hold COHR as of Q1 2023.

Laurie J. Hall Trustee reported no remaining Coherent position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 257 Coherent shares in Q1 2023, an estimated $9K.
Laurie J. Hall Trustee first reported a position in Coherent in Q2 2017 and held it in 21 quarters.
Laurie J. Hall Trustee's Coherent position peaked at $56K in Q4 2020.
429 funds tracked by Wall St. Rank held Coherent as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.