Stifel Financial
COHR

Stifel Financial’s Coherent Inc COHR Stock Holding History

Stifel Financial’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
2022
Q3 		– Sell
-1,081
Closed -$288K – 3442
2022
Q2 		$288K Sell
1,081
-132
-11% -$35.4K ﹤0.01% 2778
2022
Q1 		$331K Sell
1,213
-200
-14% -$52.3K ﹤0.01% 2819
2021
Q4 		$377K Hold
1,413
– – ﹤0.01% 2757
2021
Q3 		$353K Sell
1,413
-19
-1% -$4.76K ﹤0.01% 2795
2021
Q2 		$378K Sell
1,432
-928
-39% -$244K ﹤0.01% 2743
2021
Q1 		$597K Sell
2,360
-2,235
-49% -$496K ﹤0.01% 2367
2020
Q4 		$689K Buy
4,595
+1,222
+36% +$156K ﹤0.01% 2117
2020
Q3 		$374K Sell
3,373
-1,235
-27% -$149K ﹤0.01% 2265
2020
Q2 		$603K Buy
4,608
+972
+27% +$127K ﹤0.01% 1909
2020
Q1 		$384K Sell
3,636
-4,455
-55% -$623K ﹤0.01% 2027
2019
Q4 		$1.34M Sell
8,091
-4,126
-34% -$639K ﹤0.01% 1621
2019
Q3 		$1.88M Sell
12,217
-2,459
-17% -$355K ﹤0.01% 1351
2019
Q2 		$2M Buy
14,676
+9,081
+162% +$1.23M 0.01% 1342
2019
Q1 		$792K Sell
5,595
-1,350
-19% -$171K ﹤0.01% 1801
2018
Q4 		$735K Sell
6,945
-4,680
-40% -$601K ﹤0.01% 1725
2018
Q3 		$2M Sell
11,625
-3,364
-22% -$592K 0.01% 1264
2018
Q2 		$2.36M Buy
14,989
+3,324
+28% +$563K 0.01% 1116
2018
Q1 		$2.19M Sell
11,665
-172
-1% -$41.5K 0.01% 1113
2017
Q4 		$3.34M Sell
11,837
-377
-3% -$105K 0.01% 934
2017
Q3 		$2.88M Buy
12,214
+505
+4% +$122K 0.01% 960
2017
Q2 		$2.63M Buy
11,709
+5,311
+83% +$1.22M 0.01% 985
2017
Q1 		$1.31M Buy
6,398
+1,639
+34% +$286K 0.01% 1301
2016
Q4 		$654K Buy
4,759
+2,692
+130% +$327K ﹤0.01% 1630
2016
Q3 		$235K Buy
+2,067
New +$214K ﹤0.01% 2101
2014
Q2 		– Sell
-4,725
Closed -$309K – 2277
2014
Q1 		$309K Buy
+4,725
New +$326K ﹤0.01% 1706

Other funds holding COHR

WPC
Waters Parkerson & Co New Orleans, Louisiana $1.95B AUM 15.9% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Stifel Financial's COHR Position: Q3 2022 in Review

Stifel Financial sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 1,081 shares — an estimated $288K sold.

Stifel Financial first reported a position in COHR in Q1 2014 and held it in 25 quarters. The position peaked at $3.34M in Q4 2017. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Stifel Financial reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 1,081 Coherent Inc shares in Q3 2022, an estimated $288K.
  • Stifel Financial first reported a position in Coherent Inc in Q1 2014 and held it in 25 quarters.
  • Stifel Financial's Coherent Inc position peaked at $3.34M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.