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Monashee Investment Management’s Skyward Specialty Insurance SKWD Stock Holding History

Monashee Investment Management’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-85,000
Closed -$2.33M – 78
2023
Q3 		$2.33M Buy
85,000
+25,139
+42% +$626K 0.97% 39
2023
Q2 		$1.52M Buy
+59,861
New +$1.38M 0.36% 44

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Monashee Investment Management's SKWD Position: Q4 2023 in Review

Monashee Investment Management sold out of Skyward Specialty Insurance (SKWD) in Q4 2023, closing a stake of 85,000 shares — an estimated $2.33M sold.

Monashee Investment Management first reported a position in SKWD in Q2 2023 and held it in 2 quarters. The position peaked at $2.33M in Q3 2023. 148 funds tracked by Wall St. Rank hold SKWD as of Q4 2023.

  • Monashee Investment Management reported no remaining Skyward Specialty Insurance position as of Q4 2023 after selling out during the quarter.
  • Monashee Investment Management sold 85,000 Skyward Specialty Insurance shares in Q4 2023, an estimated $2.33M.
  • Monashee Investment Management first reported a position in Skyward Specialty Insurance in Q2 2023 and held it in 2 quarters.
  • Monashee Investment Management's Skyward Specialty Insurance position peaked at $2.33M in Q3 2023.
  • 148 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2023.

Based on Monashee Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.