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Rockbridge Investment Management’s Coherent COHR Stock Holding History

Rockbridge 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
2022
Q1 		– Sell
-58
Closed -$4K – 815
2021
Q4 		$4K Hold
58
– – ﹤0.01% 674
2021
Q3 		$3K Hold
58
– – ﹤0.01% 640
2021
Q2 		$4K Hold
58
– – ﹤0.01% 620
2021
Q1 		$4K Buy
+58
New +$4.76K ﹤0.01% 590

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Investment Management's COHR Position: Q1 2022 in Review

Rockbridge Investment Management sold out of Coherent (COHR) in Q1 2022, closing a stake of 58 shares — an estimated $4K sold.

Rockbridge Investment Management first reported a position in COHR in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 454 funds tracked by Wall St. Rank hold COHR as of Q1 2022.

  • Rockbridge Investment Management reported no remaining Coherent position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 58 Coherent shares in Q1 2022, an estimated $4K.
  • Rockbridge Investment Management first reported a position in Coherent in Q1 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's Coherent position peaked at $4K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Coherent as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.