MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP)

Historical Institutional Holders from Q3 2024 to Q4 2024

All holders as of December 31, 2024
Q4 2024
Type / Class
Equity / SWP GROWTH & INC
Shares, excl. options Q4 2024
3.23M
Holdings value Q4 2024
$85.7M
Value change Q4 2024
+$552K
Grand Portfolio weight change Q4 2024
+0%
Number of holders
3
Number of buys Q4 2024
3
Number of sells Q4 2024
-1
Average buys Q4 2024 %
+0%
Average sells Q4 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 3.23M $85.7M +$552K $25.17 3
2024 Q3 3.21M $80.7M +$80.7M $25.12 2