Synergy Asset Management’s Coherent COHR Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-12	Closed	-$1.07K	–	208
2024 Q4	$1.07K	Buy	+12	New	+$1.2K	﹤0.01%	716

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

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Synergy Asset Management's COHR Position: Q1 2025 in Review

Synergy Asset Management sold out of Coherent (COHR) in Q1 2025, closing a stake of 12 shares — an estimated $1.07K sold.

Synergy Asset Management first reported a position in COHR in Q4 2024 and held it in 1 quarter. The position peaked at $1.07K in Q4 2024. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

Synergy Asset Management reported no remaining Coherent position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 12 Coherent shares in Q1 2025, an estimated $1.07K.
Synergy Asset Management first reported a position in Coherent in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Coherent position peaked at $1.07K in Q4 2024.
581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.