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Wellington Shields Capital Management’s Coherent COHR Stock Holding History

Wellington Shields Capital 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
-13,050
Closed -$1.24M – 319
2024
Q4 		$1.24M Hold
13,050
– – 0.22% 90
2024
Q3 		$1.16M Hold
13,050
– – 0.2% 100
2024
Q2 		$946K Hold
13,050
– – 0.17% 107
2024
Q1 		$791K Buy
+13,050
New +$715K 0.15% 120
2020
Q4 		– Sell
-49,600
Closed -$2.01M – 258
2020
Q3 		$2.01M Buy
+49,600
New +$2.19M 0.32% 65

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Shields Capital Management's COHR Position: Q1 2025 in Review

Wellington Shields Capital Management sold out of Coherent (COHR) in Q1 2025, closing a stake of 13,050 shares — an estimated $1.24M sold.

Wellington Shields Capital Management first reported a position in COHR in Q3 2020 and held it in 5 quarters. The position peaked at $2.01M in Q3 2020. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

  • Wellington Shields Capital Management reported no remaining Coherent position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 13,050 Coherent shares in Q1 2025, an estimated $1.24M.
  • Wellington Shields Capital Management first reported a position in Coherent in Q3 2020 and held it in 5 quarters.
  • Wellington Shields Capital Management's Coherent position peaked at $2.01M in Q3 2020.
  • 581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

Based on Wellington Shields Capital Management's 13F filing for Q1 2025, filed 8 May 2025.