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Wellington Shields & Co’s Coherent COHR Stock Holding History

Wellington Shields & Co’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
-6,000
Closed -$568K – 307
2024
Q4 		$568K Hold
6,000
– – 0.17% 118
2024
Q3 		$533K Hold
6,000
– – 0.16% 121
2024
Q2 		$435K Hold
6,000
– – 0.14% 128
2024
Q1 		$364K Buy
+6,000
New +$329K 0.12% 155
2020
Q4 		– Sell
-65,100
Closed -$2.64M – 188
2020
Q3 		$2.64M Buy
+65,100
New +$2.87M 1.11% 24

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 & Co's COHR Position: Q1 2025 in Review

Wellington Shields & Co sold out of Coherent (COHR) in Q1 2025, closing a stake of 6,000 shares — an estimated $568K sold.

Wellington Shields & Co first reported a position in COHR in Q3 2020 and held it in 5 quarters. The position peaked at $2.64M in Q3 2020. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

  • Wellington Shields & Co reported no remaining Coherent position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 6,000 Coherent shares in Q1 2025, an estimated $568K.
  • Wellington Shields & Co first reported a position in Coherent in Q3 2020 and held it in 5 quarters.
  • Wellington Shields & Co's Coherent position peaked at $2.64M in Q3 2020.
  • 581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

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