KFP
SWKH

KB Financial Partners’s SWK Holdings SWKH Stock Holding History

KB Financial Partners’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 		$280K Buy
22,397
+166
+0.7% +$2.1K 0.08% 151
2023
Q2 		$295K Buy
+22,231
New +$305K 0.08% 157

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

KB Financial Partners's SWKH Position: Q3 2023 in Review

KB Financial Partners increased its SWK Holdings (SWKH) stake by 0.75% in Q3 2023, buying an estimated $2.1K and bringing the position to 22,397 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #151.

KB Financial Partners first reported a position in SWKH in Q2 2023 and has held it in 2 quarters since. The position peaked at $295K in Q2 2023. 45 funds tracked by Wall St. Rank hold SWKH as of Q3 2023.

  • KB Financial Partners held 22,397 shares of SWK Holdings worth $280K as of Q3 2023.
  • KB Financial Partners bought 166 SWK Holdings shares in Q3 2023, an estimated $2.1K.
  • SWK Holdings made up 0.08% of KB Financial Partners's portfolio in Q3 2023, its #151 holding.
  • KB Financial Partners first reported a position in SWK Holdings in Q2 2023 and has held it in 2 quarters since.
  • KB Financial Partners's SWK Holdings position peaked at $295K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held SWK Holdings as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.