UOC
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UBS O'Connor’s Symbotic SYM Stock Holding History

UBS O'Connor’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-202,271
Closed -$2.02M – 210
2021
Q4 		$2.02M Sell
202,271
-299,524
-60% -$2.98M 0.02% 581
2021
Q3 		$4.93M Buy
501,795
+451,762
+903% +$4.43M 0.04% 251
2021
Q2 		$497K Hold
50,033
– – ﹤0.01% 621
2021
Q1 		$505K Buy
+50,033
New +$512K 0.01% 603

Other funds holding SYM

SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return

UBS O'Connor's SYM Position: Q1 2022 in Review

UBS O'Connor sold out of Symbotic (SYM) in Q1 2022, closing a stake of 202,271 shares — an estimated $2.02M sold.

UBS O'Connor first reported a position in SYM in Q1 2021 and held it in 4 quarters. The position peaked at $4.93M in Q3 2021. 78 funds tracked by Wall St. Rank hold SYM as of Q1 2022.

  • UBS O'Connor reported no remaining Symbotic position as of Q1 2022 after selling out during the quarter.
  • UBS O'Connor sold 202,271 Symbotic shares in Q1 2022, an estimated $2.02M.
  • UBS O'Connor first reported a position in Symbotic in Q1 2021 and held it in 4 quarters.
  • UBS O'Connor's Symbotic position peaked at $4.93M in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Symbotic as of Q1 2022.

Based on UBS O'Connor's 13F filing for Q1 2022, filed 16 May 2022.