Crown Advisors Management’s SWK Holdings SWKH Stock Holding History

Crown Advisors Management’s Portfolio SWKH Stock Details SWKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-90,864	Closed	-$1.21M	–	56
2023 Q2	$1.21M	Hold	90,864	–	–	0.79%	44
2023 Q1	$1.28M	Hold	90,864	–	–	0.96%	38
2022 Q4	$1.27M	Hold	90,864	–	–	1.16%	34
2022 Q3	$1.22M	Hold	90,864	–	–	1.21%	31
2022 Q2	$1.26M	Hold	90,864	–	–	1.16%	36
2022 Q1	$1.22M	Hold	90,864	–	–	0.86%	38
2021 Q4	$1.41M	Hold	90,864	–	–	0.91%	35
2021 Q3	$1.31M	Hold	90,864	–	–	0.92%	36
2021 Q2	$1.26M	Hold	90,864	–	–	0.9%	36
2021 Q1	$1.05M	Hold	90,864	–	–	0.82%	35
2020 Q4	$1.04M	Hold	90,864	–	–	0.74%	34
2020 Q3	$1.01M	Hold	90,864	–	–	0.66%	40
2020 Q2	$863K	Hold	90,864	–	–	0.59%	40
2020 Q1	$806K	Buy	+90,864	New	+$925K	0.64%	39

Other funds holding SWKH

Carlson Capital Dallas, Texas $253M AUM 27.64% 1-Year Est. Return

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return