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Contour Asset Management’s Skyworks Solutions SWKS Stock Holding History

Contour 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
2023
Q3 		– Sell
-343,387
Closed -$38M – 29
2023
Q2 		$38M Sell
343,387
-500,078
-59% -$52.8M 1.71% 19
2023
Q1 		$99.5M Buy
843,465
+523,523
+164% +$58M 5.71% 6
2022
Q4 		$29.2M Buy
+319,942
New +$28.7M 1.8% 22

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Contour Asset Management's SWKS Position: Q3 2023 in Review

Contour Asset Management sold out of Skyworks Solutions (SWKS) in Q3 2023, closing a stake of 343,387 shares — an estimated $38M sold.

Contour Asset Management first reported a position in SWKS in Q4 2022 and held it in 3 quarters. The position peaked at $99.5M in Q1 2023. 859 funds tracked by Wall St. Rank hold SWKS as of Q3 2023.

  • Contour Asset Management reported no remaining Skyworks Solutions position as of Q3 2023 after selling out during the quarter.
  • Contour Asset Management sold 343,387 Skyworks Solutions shares in Q3 2023, an estimated $38M.
  • Contour Asset Management first reported a position in Skyworks Solutions in Q4 2022 and held it in 3 quarters.
  • Contour Asset Management's Skyworks Solutions position peaked at $99.5M in Q1 2023.
  • 859 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2023.

Based on Contour Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.