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National Philanthropic Trust’s Symbotic SYM Stock Holding History

National Philanthropic Trust’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
-11,900
Closed -$290K – 291
2024
Q3 		$290K Hold
11,900
– – 0.01% 216
2024
Q2 		$418K Sell
11,900
-7,600
-39% -$307K 0.01% 209
2024
Q1 		$878K Sell
19,500
-20,000
-51% -$876K 0.02% 166
2023
Q4 		$2.03M Buy
+39,500
New +$1.73M 0.05% 117

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 $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

National Philanthropic Trust's SYM Position: Q4 2024 in Review

National Philanthropic Trust sold out of Symbotic (SYM) in Q4 2024, closing a stake of 11,900 shares — an estimated $290K sold.

National Philanthropic Trust first reported a position in SYM in Q4 2023 and held it in 4 quarters. The position peaked at $2.03M in Q4 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • National Philanthropic Trust reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • National Philanthropic Trust sold 11,900 Symbotic shares in Q4 2024, an estimated $290K.
  • National Philanthropic Trust first reported a position in Symbotic in Q4 2023 and held it in 4 quarters.
  • National Philanthropic Trust's Symbotic position peaked at $2.03M in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on National Philanthropic Trust's 13F filing for Q4 2024, filed 15 May 2026.