SYM

Symbotic Inc

Latest period2024 - Q4Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 22 superinvestors own shares of Symbotic Inc (SYM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Symbotic Inc (SYM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Symbotic Inc (SYM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Symbotic Inc (SYM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
John Lent@Bourne Lent Asset Management Inc
Recent Activity
Increased 34.78%
0.79%
$2.068M
87,210 shares@ 23.71 avg price
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
New Position
0.39%
$1.056M
44,539 shares@ 23.72 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 5.65%
0.15%
$915,704
38,621 shares@ 23.72 avg price
Stephanie West@Capital Market Strategies Llc
Recent Activity
New Position
0.47%
$801,517
33,805 shares@ 23.72 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
New Position
0.01%
$559,000
23,585 shares@ 23.71 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$311,192
12,759 shares@ 24.39 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 122.18%
0.03%
$279,352
11,782 shares@ 23.72 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
0.01%
$220,408
9,296 shares@ 23.71 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
New Position
0.01%
$84,503
3,564 shares@ 23.72 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
0.02%
$23,000
1,004 shares@ 22.91 avg price