RA
SWFT

Royce & Associates’s Swift Transportation Company SWFT Stock Holding History

Royce & Associates’s Portfolio SWFT Stock Details SWFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-163,573
Closed -$3.05M – 1140
2016
Q1 		$3.05M Sell
163,573
-310,500
-65% -$5.03M 0.02% 736
2015
Q4 		$6.55M Sell
474,073
-13,000
-3% -$198K 0.04% 542
2015
Q3 		$7.32M Buy
487,073
+86,000
+21% +$1.81M 0.04% 542
2015
Q2 		$9.09M Sell
401,073
-287,500
-42% -$7.07M 0.04% 574
2015
Q1 		$17.9M Sell
688,573
-121,500
-15% -$3.34M 0.07% 376
2014
Q4 		$23.2M Sell
810,073
-81,500
-9% -$2.08M 0.08% 308
2014
Q3 		$18.7M Buy
891,573
+100,939
+13% +$2.22M 0.06% 368
2014
Q2 		$19.9M Buy
790,634
+43,000
+6% +$1.04M 0.06% 398
2014
Q1 		$18.5M Buy
747,634
+48,800
+7% +$1.13M 0.05% 430
2013
Q4 		$15.5M Sell
698,834
-83,304
-11% -$1.82M 0.04% 498
2013
Q3 		$15.8M Sell
782,138
-316,500
-29% -$5.76M 0.05% 465
2013
Q2 		$18.2M Buy
+1,098,638
New +$16.9M 0.06% 390

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $197M AUM 86.77% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return