LOIP
SWKH

Live Oak Investment Partners’s SWK Holdings SWKH Stock Holding History

Live Oak Investment 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
Q4 		– Hold
0
– – – 241
2023
Q3 		– Hold
0
– – – 246
2023
Q2 		– Hold
0
– – – 240
2023
Q1 		– Hold
0
– – – 222
2022
Q4 		– Hold
0
– – – 224

Other funds holding SWKH

CC
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CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 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 $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return