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SB Global Advisers’s Symbotic SYM Stock Holding History

SB Global Advisers’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
2022
Q4 		$239M Hold
20,000,000
– – 27.74% 2
2022
Q3 		$230M Hold
20,000,000
– – 16.92% 2
2022
Q2 		$219M Buy
+20,000,000
New +$219M 10.39% 2

Other funds holding SYM

SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SB Global Advisers's SYM Position: Q4 2022 in Review

SB Global Advisers held its Symbotic (SYM) position steady in Q4 2022 at 20,000,000 shares worth $239M. The position accounts for 27.74% of the portfolio, ranked #2.

SB Global Advisers first reported a position in SYM in Q2 2022 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold SYM as of Q4 2022.

  • SB Global Advisers held 20,000,000 shares of Symbotic worth $239M as of Q4 2022.
  • SB Global Advisers left its Symbotic share count unchanged in Q4 2022.
  • Symbotic made up 27.74% of SB Global Advisers's portfolio in Q4 2022, its #2 holding.
  • SB Global Advisers first reported a position in Symbotic in Q2 2022 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Symbotic as of Q4 2022.

Based on SB Global Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.