Aperio Group’s SolarWinds Corporation Common Stock SWI Stock Holding History

Aperio Group’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$341K	Sell	21,646 -10,777	-33%	-$236K	﹤0.01%	2126
2020 Q3	$696K	Buy	32,423 +15,402	+90%	+$314K	﹤0.01%	1630
2020 Q2	$317K	Sell	17,021 -4,974	-23%	-$91.7K	﹤0.01%	2005
2020 Q1	$364K	Buy	+21,995	New	+$406K	﹤0.01%	1813
2019 Q3	–	Sell	-1,741	Closed	-$34K	–	2929
2019 Q2	$34K	Buy	+1,741	New	+$34.2K	﹤0.01%	2609

Other funds holding SWI

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

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

Aperio Group's SWI Position: Q4 2020 in Review

Aperio Group reduced its SolarWinds Corporation Common Stock (SWI) stake by 33% in Q4 2020, selling an estimated $236K and leaving 21,646 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Aperio Group first reported a position in SWI in Q2 2019 and has held it in 5 quarters since. The position peaked at $696K in Q3 2020. 164 funds tracked by Wall St. Rank hold SWI as of Q4 2020.

Aperio Group held 21,646 shares of SolarWinds Corporation Common Stock worth $341K as of Q4 2020.
Aperio Group sold 10,777 SolarWinds Corporation Common Stock shares in Q4 2020, an estimated $236K.
SolarWinds Corporation Common Stock made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2126 holding.
Aperio Group first reported a position in SolarWinds Corporation Common Stock in Q2 2019 and has held it in 5 quarters since.
Aperio Group's SolarWinds Corporation Common Stock position peaked at $696K in Q3 2020.
164 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.