NIM
COHR

Needham Investment Management’s Coherent Inc COHR Stock Holding History

Needham Investment Management’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
2020
Q4 		– Sell
-8,404
Closed -$932K – 120
2020
Q3 		$932K Buy
+8,404
New +$1.02M 0.19% 77
2020
Q2 		– Sell
-7,500
Closed -$798K – 118
2020
Q1 		$798K Buy
+7,500
New +$1.05M 0.23% 77
2019
Q1 		– Sell
-31,500
Closed -$641K – 83
2018
Q4 		$641K Buy
+31,500
New +$4.05M 0.24% 54
2018
Q3 		– Sell
-3,500
Closed -$547K – 93
2018
Q2 		$547K Buy
+3,500
New +$593K 0.15% 70

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Needham Investment Management's COHR Position: Q4 2020 in Review

Needham Investment Management sold out of Coherent Inc (COHR) in Q4 2020, closing a stake of 8,404 shares — an estimated $932K sold.

Needham Investment Management first reported a position in COHR in Q2 2018 and held it in 4 quarters. The position peaked at $932K in Q3 2020. 234 funds tracked by Wall St. Rank hold COHR as of Q4 2020.

  • Needham Investment Management reported no remaining Coherent Inc position as of Q4 2020 after selling out during the quarter.
  • Needham Investment Management sold 8,404 Coherent Inc shares in Q4 2020, an estimated $932K.
  • Needham Investment Management first reported a position in Coherent Inc in Q2 2018 and held it in 4 quarters.
  • Needham Investment Management's Coherent Inc position peaked at $932K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held Coherent Inc as of Q4 2020.

Based on Needham Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.