Current Value of Holding

$36M

Shares

960k

% of Portfolio

0.05%

Average Buy Price

$44.4

Avg closing price
Price range

8 Jim Simons Symbotic Trades

Jim Simons acquired 960k Symbotic shares worth $36M. That's 0.05% of their equity portfolio (432nd largest holding). The first Symbotic trade was made in Q1 2023. Since then Jim Simons bought shares five more times and sold shares on two occasions. The investor's estimated purchase price is $42.6M, resulting in a loss of 16%.

Avg closing price
Price range
Increased shares by 34.3% (+245k shares) Q2 2026
Avg closing price $50.92
Price range $38.57 - $65.13
Sold 21.1% shares (-191k shares) Q1 2026
Avg closing price $57.60
Price range $47.41 - $73.23
Increased shares by 24.4% (+178k shares) Q4 2025
Avg closing price $66.36
Price range $52.87 - $87.30
Increased shares by 77.8% (+318k shares) Q3 2025
Avg closing price $50.44
Price range $39.68 - $63.21
New holding (+410k shares) Q2 2025
Avg closing price $26.28
Price range $17.50 - $38.85
Sold -122k shares Q3 2023
Avg closing price $41.14
Price range $30.27 - $63.54
Increased shares by 1273.7% (+113k shares) Q2 2023
Avg closing price $32.85
Price range $23.18 - $51.22
New holding (+8.9k shares) Q1 2023
Avg closing price $16.72
Price range $12.04 - $22.97

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