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Segall Bryant & Hamill’s Symbotic SYM Stock Holding History

Segall Bryant & Hamill’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
2023
Q3 		– Sell
-5,000
Closed -$214K – 678
2023
Q2 		$214K Buy
+5,000
New +$164K ﹤0.01% 674

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Segall Bryant & Hamill's SYM Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Symbotic (SYM) in Q3 2023, closing a stake of 5,000 shares — an estimated $214K sold.

Segall Bryant & Hamill first reported a position in SYM in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 152 funds tracked by Wall St. Rank hold SYM as of Q3 2023.

  • Segall Bryant & Hamill reported no remaining Symbotic position as of Q3 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 5,000 Symbotic shares in Q3 2023, an estimated $214K.
  • Segall Bryant & Hamill first reported a position in Symbotic in Q2 2023 and held it in 1 quarter.
  • Segall Bryant & Hamill's Symbotic position peaked at $214K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Symbotic as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.