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Sandler Capital Management’s Symbotic SYM Stock Holding History

Sandler Capital 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
2024
Q2 		– Sell
-76,449
Closed -$3.44M – 169
2024
Q1 		$3.44M Buy
+76,449
New +$3.35M 0.25% 110

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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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sandler Capital Management's SYM Position: Q2 2024 in Review

Sandler Capital Management sold out of Symbotic (SYM) in Q2 2024, closing a stake of 76,449 shares — an estimated $3.44M sold.

Sandler Capital Management first reported a position in SYM in Q1 2024 and held it in 1 quarter. The position peaked at $3.44M in Q1 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

  • Sandler Capital Management reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
  • Sandler Capital Management sold 76,449 Symbotic shares in Q2 2024, an estimated $3.44M.
  • Sandler Capital Management first reported a position in Symbotic in Q1 2024 and held it in 1 quarter.
  • Sandler Capital Management's Symbotic position peaked at $3.44M in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Sandler Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.