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Waddell & Reed Financial’s Coherent COHR Stock Holding History

Waddell & Reed 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
2021
Q1 		$166M Buy
2,432,942
+321,014
+15% +$26.3M 0.34% 75
2020
Q4 		$160M Buy
2,111,928
+30,753
+1% +$1.82M 0.34% 77
2020
Q3 		$84.4M Buy
2,081,175
+702,965
+51% +$31M 0.2% 135
2020
Q2 		$65.1M Buy
1,378,210
+124,284
+10% +$4.93M 0.17% 155
2020
Q1 		$35.7M Buy
1,253,926
+971,437
+344% +$31.6M 0.12% 204
2019
Q4 		$9.51M Buy
+282,489
New +$9M 0.02% 393
2013
Q4 		– Sell
-814,600
Closed -$15.3M – 561
2013
Q3 		$15.3M Hold
814,600
– – 0.03% 348
2013
Q2 		$13.2M Buy
+814,600
New +$13.4M 0.03% 343

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waddell & Reed Financial's COHR Position: Q1 2021 in Review

Waddell & Reed Financial increased its Coherent (COHR) stake by 15% in Q1 2021, buying an estimated $26.3M and bringing the position to 2,432,942 shares worth $166M. The position accounts for 0.34% of the portfolio, ranked #75.

Waddell & Reed Financial first reported a position in COHR in Q2 2013 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

  • Waddell & Reed Financial held 2,432,942 shares of Coherent worth $166M as of Q1 2021.
  • Waddell & Reed Financial bought 321,014 Coherent shares in Q1 2021, an estimated $26.3M.
  • Coherent made up 0.34% of Waddell & Reed Financial's portfolio in Q1 2021, its #75 holding.
  • Waddell & Reed Financial first reported a position in Coherent in Q2 2013 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held Coherent as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.