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Royce & Associates’s Symbotic SYM Stock Holding History

Royce & Associates’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
-23,500
Closed -$573K – 900
2024
Q3 		$573K Hold
23,500
– – 0.01% 791
2024
Q2 		$826K Hold
23,500
– – 0.01% 741
2024
Q1 		$1.06M Hold
23,500
– – 0.01% 718
2023
Q4 		$1.21M Buy
23,500
+14,000
+147% +$614K 0.01% 722
2023
Q3 		$318K Hold
9,500
– – ﹤0.01% 846
2023
Q2 		$407K Sell
9,500
-32,000
-77% -$1.05M ﹤0.01% 855
2023
Q1 		$948K Sell
41,500
-23,000
-36% -$385K 0.01% 772
2022
Q4 		$770K Buy
64,500
+27,000
+72% +$315K 0.01% 786
2022
Q3 		$431K Buy
+37,500
New +$552K ﹤0.01% 835

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
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

Royce & Associates's SYM Position: Q4 2024 in Review

Royce & Associates sold out of Symbotic (SYM) in Q4 2024, closing a stake of 23,500 shares — an estimated $573K sold.

Royce & Associates first reported a position in SYM in Q3 2022 and held it in 9 quarters. The position peaked at $1.21M in Q4 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Royce & Associates reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Royce & Associates sold 23,500 Symbotic shares in Q4 2024, an estimated $573K.
  • Royce & Associates first reported a position in Symbotic in Q3 2022 and held it in 9 quarters.
  • Royce & Associates's Symbotic position peaked at $1.21M in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Royce & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.