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Steward Financial Group’s Coherent COHR Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+40
New +$1.64K ﹤0.01% 1120
2023
Q2 		– Sell
-70
Closed -$2K – 574
2023
Q1 		$2K Buy
70
+50
+250% +$2.04K ﹤0.01% 483
2022
Q4 		$0 Buy
+20
New +$696 ﹤0.01% 594
2022
Q3 		– Sell
-50
Closed -$2K – 339
2022
Q2 		$2K Buy
+50
New +$3.05K ﹤0.01% 528

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

Steward Financial Group's COHR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Coherent (COHR) in Q3 2023: 40 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in COHR as recently as Q1 2023.

Steward Financial Group first reported a position in COHR in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q1 2023. 398 funds tracked by Wall St. Rank hold COHR as of Q3 2023.

  • Steward Financial Group held 40 shares of Coherent worth $1K as of Q3 2023.
  • Coherent was a new Steward Financial Group position in Q3 2023.
  • Coherent made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1120 holding.
  • Steward Financial Group first reported a position in Coherent in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Coherent position peaked at $2K in Q1 2023.
  • 398 funds tracked by Wall St. Rank held Coherent as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.