Epoch Investment Partners’s SolarWinds Corporation Common Stock SWI Stock Holding History

Epoch Investment Partners’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
2021 Q4	–	Sell	-380,684	Closed	-$6.37M	–	369
2021 Q3	$6.37M	Sell	380,684 -325,958	-46%	-$6.03M	0.04%	293
2021 Q2	$12.6M	Buy	706,642 +118,347	+20%	+$2.14M	0.07%	234
2021 Q1	$10.8M	Buy	588,295 +440,335	+298%	+$7.58M	0.05%	244
2020 Q4	$2.33M	Buy	+147,960	New	+$3.24M	0.01%	298
2020 Q1	–	Sell	-549,685	Closed	-$10.8M	–	306
2019 Q4	$10.8M	Buy	549,685 +255,614	+87%	+$5.07M	0.05%	218
2019 Q3	$5.72M	Buy	294,071 +18,149	+7%	+$345K	0.03%	221
2019 Q2	$5.34M	Buy	+275,922	New	+$5.42M	0.02%	230

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

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

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

ACH

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Epoch Investment Partners's SWI Position: Q4 2021 in Review

Epoch Investment Partners sold out of SolarWinds Corporation Common Stock (SWI) in Q4 2021, closing a stake of 380,684 shares — an estimated $6.37M sold.

Epoch Investment Partners first reported a position in SWI in Q2 2019 and held it in 7 quarters. The position peaked at $12.6M in Q2 2021. 135 funds tracked by Wall St. Rank hold SWI as of Q4 2021.

Epoch Investment Partners reported no remaining SolarWinds Corporation Common Stock position as of Q4 2021 after selling out during the quarter.
Epoch Investment Partners sold 380,684 SolarWinds Corporation Common Stock shares in Q4 2021, an estimated $6.37M.
Epoch Investment Partners first reported a position in SolarWinds Corporation Common Stock in Q2 2019 and held it in 7 quarters.
Epoch Investment Partners's SolarWinds Corporation Common Stock position peaked at $12.6M in Q2 2021.
135 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q4 2021.

Based on Epoch Investment Partners's 13F filing for Q4 2021, filed 11 Feb 2022.