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PEAK6 Investments’s Capital Southwest CSWC Stock Holding History

PEAK6 Investments’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$2.29K – 4308
2023
Q3 		$2.29K Hold
100
– – ﹤0.01% 3899
2023
Q2 		$1.97K Buy
+100
New +$1.84K ﹤0.01% 3731
2022
Q3 		– Sell
-100
Closed -$1.97K – 5144
2022
Q2 		$1.97K Buy
+100
New +$2.2K ﹤0.01% 5979
2022
Q1 		– Sell
-13,600
Closed -$344K – 5332
2021
Q4 		$344K Buy
13,600
+9,600
+240% +$256K ﹤0.01% 3548
2021
Q3 		$101K Sell
4,000
-13,900
-78% -$362K ﹤0.01% 4340
2021
Q2 		$416K Sell
17,900
-1,400
-7% -$34.7K ﹤0.01% 3386
2021
Q1 		$428K Buy
+19,300
New +$394K ﹤0.01% 3348

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

PEAK6 Investments's CSWC Position: Q4 2023 in Review

PEAK6 Investments sold out of Capital Southwest (CSWC) in Q4 2023, closing a stake of 9,124 shares — an estimated $209K sold.

PEAK6 Investments first reported a position in CSWC in Q3 2021 and held it in 7 quarters. The position peaked at $293K in Q2 2022. 136 funds tracked by Wall St. Rank hold CSWC as of Q4 2023.

  • PEAK6 Investments reported no remaining Capital Southwest position as of Q4 2023 after selling out during the quarter.
  • PEAK6 Investments sold 9,124 Capital Southwest shares in Q4 2023, an estimated $209K.
  • PEAK6 Investments first reported a position in Capital Southwest in Q3 2021 and held it in 7 quarters.
  • PEAK6 Investments's Capital Southwest position peaked at $293K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.