Dimensional Fund Advisors
SANW

Dimensional Fund Advisors’s S&W Seed Co SANW Stock Holding History

Dimensional Fund Advisors’s Portfolio SANW Stock Details SANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,571
Closed -$36.4K – 3501
2023
Q2 		$36.4K Hold
1,571
– – ﹤0.01% 3423
2023
Q1 		$43.1K Hold
1,571
– – ﹤0.01% 3395
2022
Q4 		$44 Hold
1,571
– – ﹤0.01% 3404
2022
Q3 		$22K Sell
1,571
-5,696
-78% -$108K ﹤0.01% 3460
2022
Q2 		$140K Sell
7,267
-3,128
-30% -$81.5K ﹤0.01% 3285
2022
Q1 		$421K Buy
10,395
+780
+8% +$34.2K ﹤0.01% 3187
2021
Q4 		$499K Sell
9,615
-759
-7% -$44.3K ﹤0.01% 3165
2021
Q3 		$511K Sell
10,374
-1,153
-10% -$67.3K ﹤0.01% 3172
2021
Q2 		$797K Buy
11,527
+372
+3% +$26.3K ﹤0.01% 3078
2021
Q1 		$763K Buy
11,155
+556
+5% +$37.8K ﹤0.01% 3062
2020
Q4 		$590K Buy
10,599
+1
+0% +$48 ﹤0.01% 3064
2020
Q3 		$499K Hold
10,598
– – ﹤0.01% 3063
2020
Q2 		$459K Buy
10,598
+247
+2% +$9.74K ﹤0.01% 3093
2020
Q1 		$397K Sell
10,351
-140
-1% -$6.13K ﹤0.01% 3097
2019
Q4 		$419K Hold
10,491
– – ﹤0.01% 3159
2019
Q3 		$474K Hold
10,491
– – ﹤0.01% 3152
2019
Q2 		$526K Buy
10,491
+1,221
+13% +$63.1K ﹤0.01% 3180
2019
Q1 		$472K Buy
9,270
+717
+8% +$34.6K ﹤0.01% 3175
2018
Q4 		$294K Buy
8,553
+854
+11% +$44.7K ﹤0.01% 3227
2018
Q3 		$358K Buy
7,699
+1,066
+16% +$62.9K ﹤0.01% 3225
2018
Q2 		$410K Buy
6,633
+5,303
+399% +$348K ﹤0.01% 3150
2018
Q1 		$91K Buy
+1,330
New +$96.2K ﹤0.01% 3290

Other funds holding SANW

JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return

Dimensional Fund Advisors's SANW Position: Q3 2023 in Review

Dimensional Fund Advisors sold out of S&W Seed Co (SANW) in Q3 2023, closing a stake of 1,571 shares — an estimated $36.4K sold.

Dimensional Fund Advisors first reported a position in SANW in Q1 2018 and held it in 22 quarters. The position peaked at $797K in Q2 2021. 32 funds tracked by Wall St. Rank hold SANW as of Q3 2023.

  • Dimensional Fund Advisors reported no remaining S&W Seed Co position as of Q3 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,571 S&W Seed Co shares in Q3 2023, an estimated $36.4K.
  • Dimensional Fund Advisors first reported a position in S&W Seed Co in Q1 2018 and held it in 22 quarters.
  • Dimensional Fund Advisors's S&W Seed Co position peaked at $797K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held S&W Seed Co as of Q3 2023.

Based on Dimensional Fund Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.