A detailed history of Marathon Capital Management transactions in Symbotic Inc. stock. As of the latest transaction made, Marathon Capital Management holds 39,730 shares of SYM stock, worth $1.54 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
39,730
Previous 42,055 5.53%
Holding current value
$1.54 Million
Previous $1.48 Million 34.44%
% of portfolio
0.24%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$17.86 - $41.44 $41,524 - $96,348
-2,325 Reduced 5.53%
39,730 $969,000
Q2 2024

Aug 14, 2024

BUY
$31.77 - $48.36 $98,963 - $150,641
3,115 Added 8.0%
42,055 $1.48 Million
Q1 2024

May 15, 2024

BUY
$37.91 - $50.45 $1.48 Million - $1.96 Million
38,940 New
38,940 $1.75 Million

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $2.15B
  • Description
  • Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
More about SYM
Track This Portfolio

Track Marathon Capital Management Portfolio

Follow Marathon Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marathon Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Marathon Capital Management with notifications on news.