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Lakewood Asset Management’s Smith & Wesson SWBI Stock Holding History

Lakewood Asset Management’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,234
Closed -$54K – 273
2022
Q4 		$54K Buy
+6,234
New +$65.7K 0.04% 173

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Lakewood Asset Management's SWBI Position: Q1 2023 in Review

Lakewood Asset Management sold out of Smith & Wesson (SWBI) in Q1 2023, closing a stake of 6,234 shares — an estimated $54K sold.

Lakewood Asset Management first reported a position in SWBI in Q4 2022 and held it in 1 quarter. The position peaked at $54K in Q4 2022. 169 funds tracked by Wall St. Rank hold SWBI as of Q1 2023.

  • Lakewood Asset Management reported no remaining Smith & Wesson position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 6,234 Smith & Wesson shares in Q1 2023, an estimated $54K.
  • Lakewood Asset Management first reported a position in Smith & Wesson in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Smith & Wesson position peaked at $54K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.