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Totem Point Management’s Skyworks Solutions SWKS Stock Holding History

Totem Point Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40,291
Closed -$4.46M – 20
2023
Q2 		$4.46M Sell
40,291
-6,667
-14% -$703K 4.07% 12
2023
Q1 		$5.54M Buy
46,958
+33,410
+247% +$3.7M 5.34% 12
2022
Q4 		$1.23M Buy
+13,548
New +$1.21M 1.67% 12
2022
Q2 		– Sell
-37,980
Closed -$5.06M – 22
2022
Q1 		$5.06M Buy
+37,980
New +$5.33M 3.95% 14

Other funds holding SWKS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Totem Point Management's SWKS Position: Q3 2023 in Review

Totem Point Management sold out of Skyworks Solutions (SWKS) in Q3 2023, closing a stake of 40,291 shares — an estimated $4.46M sold.

Totem Point Management first reported a position in SWKS in Q1 2022 and held it in 4 quarters. The position peaked at $5.54M in Q1 2023. 860 funds tracked by Wall St. Rank hold SWKS as of Q3 2023.

  • Totem Point Management reported no remaining Skyworks Solutions position as of Q3 2023 after selling out during the quarter.
  • Totem Point Management sold 40,291 Skyworks Solutions shares in Q3 2023, an estimated $4.46M.
  • Totem Point Management first reported a position in Skyworks Solutions in Q1 2022 and held it in 4 quarters.
  • Totem Point Management's Skyworks Solutions position peaked at $5.54M in Q1 2023.
  • 860 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2023.

Based on Totem Point Management's 13F filing for Q3 2023, filed 14 Nov 2023.