VM
SWFT

Valinor Management’s Swift Transportation Company SWFT Stock Holding History

Valinor Management’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
2013
Q4 		– Sell
-2,090,075
Closed -$42.2M – 62
2013
Q3 		$42.2M Sell
2,090,075
-1,405,806
-40% -$25.6M 1.55% 30
2013
Q2 		$57.8M Buy
+3,495,881
New +$53.6M 2.39% 20

Other funds holding SWFT

OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valinor Management's SWFT Position: Q4 2013 in Review

Valinor Management sold out of Swift Transportation Company (SWFT) in Q4 2013, closing a stake of 2,090,075 shares — an estimated $42.2M sold.

Valinor Management first reported a position in SWFT in Q2 2013 and held it in 2 quarters. The position peaked at $57.8M in Q2 2013. 183 funds tracked by Wall St. Rank hold SWFT as of Q4 2013.

  • Valinor Management reported no remaining Swift Transportation Company position as of Q4 2013 after selling out during the quarter.
  • Valinor Management sold 2,090,075 Swift Transportation Company shares in Q4 2013, an estimated $42.2M.
  • Valinor Management first reported a position in Swift Transportation Company in Q2 2013 and held it in 2 quarters.
  • Valinor Management's Swift Transportation Company position peaked at $57.8M in Q2 2013.
  • 183 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2013.

Based on Valinor Management's 13F filing for Q4 2013, filed 14 Feb 2014.