Swift Run Capital Management’s WSFS Financial WSFS Stock Holding History

Swift Run Capital Management’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$833K	Sell	18,567 -7,664	-29%	-$281K	1.61%	22
2020 Q3	$707K	Sell	26,231 -31,468	-55%	-$888K	1.4%	24
2020 Q2	$1.66M	Sell	57,699 -3,886	-6%	-$103K	2.76%	10
2020 Q1	$1.53M	Sell	61,585 -6,125	-9%	-$221K	2.16%	13
2019 Q4	$2.98M	Sell	67,710 -14,406	-18%	-$630K	3.9%	12
2019 Q3	$3.62M	Sell	82,116 -2,184	-3%	-$91.9K	3.38%	14
2019 Q2	$3.48M	Sell	84,300 -316	-0.4%	-$13.1K	3.21%	13
2019 Q1	$3.27M	Buy	+84,616	New	+$3.52M	3.01%	13

Other funds holding WSFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Swift Run Capital Management's WSFS Position: Q4 2020 in Review

Swift Run Capital Management reduced its WSFS Financial (WSFS) stake by 29% in Q4 2020, selling an estimated $281K and leaving 18,567 shares worth $833K. The position accounts for 1.61% of the portfolio, ranked #22.

Swift Run Capital Management first reported a position in WSFS in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.62M in Q3 2019. 167 funds tracked by Wall St. Rank hold WSFS as of Q4 2020.

Swift Run Capital Management held 18,567 shares of WSFS Financial worth $833K as of Q4 2020.
Swift Run Capital Management sold 7,664 WSFS Financial shares in Q4 2020, an estimated $281K.
WSFS Financial made up 1.61% of Swift Run Capital Management's portfolio in Q4 2020, its #22 holding.
Swift Run Capital Management first reported a position in WSFS Financial in Q1 2019 and has held it in 8 quarters since.
Swift Run Capital Management's WSFS Financial position peaked at $3.62M in Q3 2019.
167 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.