Sugarloaf Wealth Management’s Coherent COHR Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$7.11K	Hold	75	–	–	﹤0.01%	538
2024 Q3	$6.67K	Sell	75 -350	-82%	-$26.2K	﹤0.01%	539
2024 Q2	$30.8K	Sell	425 -300	-41%	-$18K	0.01%	344
2024 Q1	$44K	Hold	725	–	–	0.01%	308
2023 Q4	$31.6K	Hold	725	–	–	0.01%	338
2023 Q3	$23.7K	Buy	725 +650	+867%	+$26.7K	0.01%	366
2023 Q2	$3.82K	Hold	75	–	–	﹤0.01%	568
2023 Q1	$2.86K	Hold	75	–	–	﹤0.01%	592
2022 Q4	$2.63K	Hold	75	–	–	﹤0.01%	646
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	664
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	626
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	563
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	588
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	624
2021 Q2	$5K	Hold	75	–	–	﹤0.01%	591
2021 Q1	$5	Hold	75	–	–	﹤0.01%	583
2020 Q4	$6K	Hold	75	–	–	﹤0.01%	521
2020 Q3	$3K	Hold	75	–	–	﹤0.01%	566
2020 Q2	$4K	Hold	75	–	–	﹤0.01%	539
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	590
2019 Q4	$3K	Buy	+75	New	+$2.39K	﹤0.01%	596

Other funds holding COHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's COHR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Coherent (COHR) position steady in Q4 2024 at 75 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Sugarloaf Wealth Management first reported a position in COHR in Q4 2019 and has held it in 21 quarters since. The position peaked at $44K in Q1 2024. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

Sugarloaf Wealth Management held 75 shares of Coherent worth $7.11K as of Q4 2024.
Sugarloaf Wealth Management left its Coherent share count unchanged in Q4 2024.
Coherent made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #538 holding.
Sugarloaf Wealth Management first reported a position in Coherent in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Coherent position peaked at $44K in Q1 2024.
629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.