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True North Advisors’s Coherent COHR Stock Holding History

True North Advisors’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
Q2 		– Sell
-5,333
Closed -$203K – 215
2023
Q1 		$203K Sell
5,333
-2,667
-33% -$109K 0.06% 183
2022
Q4 		$281K Hold
8,000
– – 0.1% 144
2022
Q3 		$278K Buy
+8,000
New +$383K 0.09% 147

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True North Advisors's COHR Position: Q2 2023 in Review

True North Advisors sold out of Coherent (COHR) in Q2 2023, closing a stake of 5,333 shares — an estimated $203K sold.

True North Advisors first reported a position in COHR in Q3 2022 and held it in 3 quarters. The position peaked at $281K in Q4 2022. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

  • True North Advisors reported no remaining Coherent position as of Q2 2023 after selling out during the quarter.
  • True North Advisors sold 5,333 Coherent shares in Q2 2023, an estimated $203K.
  • True North Advisors first reported a position in Coherent in Q3 2022 and held it in 3 quarters.
  • True North Advisors's Coherent position peaked at $281K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on True North Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.