Rational Advisors’s Coherent COHR Stock Holding History

Rational Advisors’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
2024 Q4	–	Sell	-35,430	Closed	-$3.15M	–	117
2024 Q3	$3.15M	Buy	35,430 +16,430	+86%	+$1.23M	0.3%	51
2024 Q2	$1.38M	Buy	+19,000	New	+$1.14M	0.13%	69

Other funds holding COHR

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's COHR Position: Q4 2024 in Review

Rational Advisors sold out of Coherent (COHR) in Q4 2024, closing a stake of 35,430 shares — an estimated $3.15M sold.

Rational Advisors first reported a position in COHR in Q2 2024 and held it in 2 quarters. The position peaked at $3.15M in Q3 2024. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

Rational Advisors reported no remaining Coherent position as of Q4 2024 after selling out during the quarter.
Rational Advisors sold 35,430 Coherent shares in Q4 2024, an estimated $3.15M.
Rational Advisors first reported a position in Coherent in Q2 2024 and held it in 2 quarters.
Rational Advisors's Coherent position peaked at $3.15M in Q3 2024.
629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.