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12th Street Asset Management Company’s Champion Homes SKY Stock Holding History

12th Street Asset Management Company’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34,163
Closed -$2.18M – 34
2023
Q3 		$2.18M Sell
34,163
-22,216
-39% -$1.49M 0.45% 32
2023
Q2 		$3.69M Sell
56,379
-29,771
-35% -$2.02M 0.74% 27
2023
Q1 		$6.48M Buy
86,150
+220
+0.3% +$14.2K 1.36% 20
2022
Q4 		$4.43M Buy
85,930
+41
+0% +$2.18K 0.97% 20
2022
Q3 		$4.54M Buy
85,889
+55
+0.1% +$3.21K 1.27% 19
2022
Q2 		$4.07M Buy
85,834
+33,967
+65% +$1.75M 1.03% 24
2022
Q1 		$2.85M Sell
51,867
-27,688
-35% -$1.88M 0.65% 27
2021
Q4 		$6.28M Sell
79,555
-150
-0.2% -$10.8K 1.32% 25
2021
Q3 		$4.79M Sell
79,705
-45,648
-36% -$2.7M 1.06% 24
2021
Q2 		$6.68M Sell
125,353
-18,925
-13% -$892K 1.39% 18
2021
Q1 		$6.53M Buy
144,278
+212
+0.1% +$8.52K 1.37% 18
2020
Q4 		$4.46M Buy
144,066
+150
+0.1% +$4.42K 0.96% 21
2020
Q3 		$3.85M Sell
143,916
-7
-0% -$191 0.96% 22
2020
Q2 		$3.5M Sell
143,923
-340,544
-70% -$7.1M 0.97% 19
2020
Q1 		$7.6M Sell
484,467
-170,306
-26% -$4.55M 2.88% 15
2019
Q4 		$20.8M Buy
654,773
+52,780
+9% +$1.64M 5.12% 9
2019
Q3 		$18.1M Sell
601,993
-12,563
-2% -$363K 4.79% 12
2019
Q2 		$16.8M Buy
614,556
+426,665
+227% +$9.71M 4.59% 12
2019
Q1 		$3.57M Buy
187,891
+51,250
+38% +$940K 0.95% 23
2018
Q4 		$2.01M Buy
+136,641
New +$3.02M 0.66% 23

Other funds holding SKY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

12th Street Asset Management Company's SKY Position: Q4 2023 in Review

12th Street Asset Management Company sold out of Champion Homes (SKY) in Q4 2023, closing a stake of 34,163 shares — an estimated $2.18M sold.

12th Street Asset Management Company first reported a position in SKY in Q4 2018 and held it in 20 quarters. The position peaked at $20.8M in Q4 2019. 270 funds tracked by Wall St. Rank hold SKY as of Q4 2023.

  • 12th Street Asset Management Company reported no remaining Champion Homes position as of Q4 2023 after selling out during the quarter.
  • 12th Street Asset Management Company sold 34,163 Champion Homes shares in Q4 2023, an estimated $2.18M.
  • 12th Street Asset Management Company first reported a position in Champion Homes in Q4 2018 and held it in 20 quarters.
  • 12th Street Asset Management Company's Champion Homes position peaked at $20.8M in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Champion Homes as of Q4 2023.

Based on 12th Street Asset Management Company's 13F filing for Q4 2023, filed 9 Feb 2024.