SHCM
COHR

Shelter Haven Capital Management’s Coherent Inc COHR Stock Holding History

Shelter Haven Capital 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
2020
Q3 		– Sell
-54,479
Closed -$7.14M – 16
2020
Q2 		$7.14M Buy
+54,479
New +$7.13M 2.73% 10

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Shelter Haven Capital Management's COHR Position: Q3 2020 in Review

Shelter Haven Capital Management sold out of Coherent Inc (COHR) in Q3 2020, closing a stake of 54,479 shares — an estimated $7.14M sold.

Shelter Haven Capital Management first reported a position in COHR in Q2 2020 and held it in 1 quarter. The position peaked at $7.14M in Q2 2020. 241 funds tracked by Wall St. Rank hold COHR as of Q3 2020.

  • Shelter Haven Capital Management reported no remaining Coherent Inc position as of Q3 2020 after selling out during the quarter.
  • Shelter Haven Capital Management sold 54,479 Coherent Inc shares in Q3 2020, an estimated $7.14M.
  • Shelter Haven Capital Management first reported a position in Coherent Inc in Q2 2020 and held it in 1 quarter.
  • Shelter Haven Capital Management's Coherent Inc position peaked at $7.14M in Q2 2020.
  • 241 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2020.

Based on Shelter Haven Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.