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Ramirez Asset Management’s Symbotic SYM Stock Holding History

Ramirez Asset 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
2025
Q1 		– Sell
-400
Closed -$9.48K – 409
2024
Q4 		$9.48K Hold
400
– – ﹤0.01% 360
2024
Q3 		$9.76K Sell
400
-700
-64% -$19K ﹤0.01% 370
2024
Q2 		$38.7K Hold
1,100
– – 0.01% 315
2024
Q1 		$49.5K Buy
+1,100
New +$48.2K 0.01% 306

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ramirez Asset Management's SYM Position: Q1 2025 in Review

Ramirez Asset Management sold out of Symbotic (SYM) in Q1 2025, closing a stake of 400 shares — an estimated $9.48K sold.

Ramirez Asset Management first reported a position in SYM in Q1 2024 and held it in 4 quarters. The position peaked at $49.5K in Q1 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

  • Ramirez Asset Management reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
  • Ramirez Asset Management sold 400 Symbotic shares in Q1 2025, an estimated $9.48K.
  • Ramirez Asset Management first reported a position in Symbotic in Q1 2024 and held it in 4 quarters.
  • Ramirez Asset Management's Symbotic position peaked at $49.5K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on Ramirez Asset Management's 13F filing for Q1 2025, filed 7 May 2025.