LCS
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Levin Capital Strategies’s Symbotic SYM Stock Holding History

Levin Capital Strategies’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 – 281
2024
Q3 		$244K Hold
10,000
– – 0.02% 178
2024
Q2 		$352K Buy
+10,000
New +$405K 0.04% 153
2023
Q3 		– Sell
-5,500
Closed -$235K – 319
2023
Q2 		$235K Buy
+5,500
New +$181K 0.03% 196
2023
Q1 		– Sell
-36,000
Closed -$430K – 284
2022
Q4 		$430K Buy
36,000
+21,500
+148% +$250K 0.06% 133
2022
Q3 		$167K Buy
14,500
+500
+4% +$7.36K 0.02% 188
2022
Q2 		$154K Sell
14,000
-563,795
-98% -$6.18M 0.02% 215
2022
Q1 		$5.73M Buy
577,795
+466,566
+419% +$4.62M 0.56% 48
2021
Q4 		$1.11M Buy
+111,229
New +$1.11M 0.1% 91

Other funds holding SYM

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WI
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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 $564B 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 $5.7T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return