EST
SWKH

EA Series Trust’s SWK Holdings SWKH Stock Holding History

EA Series Trust’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
Q2 		$651K Buy
+49,053
New +$672K 0.02% 742

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
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
BCM
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
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

EA Series Trust's SWKH Position: Q2 2023 in Review

EA Series Trust opened a new position in SWK Holdings (SWKH) in Q2 2023: 49,053 shares worth $651K. The stake represents 0.02% of the portfolio and ranks #742 among its holdings.

46 funds tracked by Wall St. Rank hold SWKH as of Q2 2023.

  • EA Series Trust held 49,053 shares of SWK Holdings worth $651K as of Q2 2023.
  • SWK Holdings was a new EA Series Trust position in Q2 2023.
  • SWK Holdings made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #742 holding.
  • 46 funds tracked by Wall St. Rank held SWK Holdings as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.