Ardevora Asset Management’s Skyworks Solutions SWKS Stock Holding History

Ardevora Asset Management’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-414,032	Closed	-$37.6M	–	122
2018 Q3	$37.6M	Buy	414,032 +64,300	+18%	+$6.02M	1.04%	3
2018 Q2	$33.8M	Buy	349,732 +279,032	+395%	+$27.1M	0.95%	48
2018 Q1	$7.09M	Hold	70,700	–	–	0.21%	99
2017 Q4	$6.71M	Buy	+70,700	New	+$7.37M	0.2%	100
2015 Q3	–	Sell	-77,908	Closed	-$8.11M	–	92
2015 Q2	$8.11M	Sell	77,908 -4,700	-6%	-$476K	1.41%	14
2015 Q1	$8.12M	Sell	82,608 -64,200	-44%	-$5.48M	1.54%	15
2014 Q4	$10.7M	Buy	+146,808	New	+$9.11M	2.32%	1

Other funds holding SWKS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ardevora Asset Management's SWKS Position: Q4 2018 in Review

Ardevora Asset Management sold out of Skyworks Solutions (SWKS) in Q4 2018, closing a stake of 414,032 shares — an estimated $37.6M sold.

Ardevora Asset Management first reported a position in SWKS in Q4 2014 and held it in 7 quarters. The position peaked at $37.6M in Q3 2018. 695 funds tracked by Wall St. Rank hold SWKS as of Q4 2018.

Ardevora Asset Management reported no remaining Skyworks Solutions position as of Q4 2018 after selling out during the quarter.
Ardevora Asset Management sold 414,032 Skyworks Solutions shares in Q4 2018, an estimated $37.6M.
Ardevora Asset Management first reported a position in Skyworks Solutions in Q4 2014 and held it in 7 quarters.
Ardevora Asset Management's Skyworks Solutions position peaked at $37.6M in Q3 2018.
695 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2018.

Based on Ardevora Asset Management's 13F filing for Q4 2018, filed 31 Jan 2019.