EI
SWCH

Ethic Inc’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Ethic Inc’s Portfolio SWCH Stock Details SWCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,332
Closed -$618K – 941
2022
Q3 		$618K Buy
18,332
+5,781
+46% +$196K 0.04% 439
2022
Q2 		$420K Buy
12,551
+5,249
+72% +$170K 0.03% 525
2022
Q1 		$225K Buy
+7,302
New +$195K 0.02% 677

Other funds holding SWCH

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ethic Inc's SWCH Position: Q4 2022 in Review

Ethic Inc sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 18,332 shares — an estimated $618K sold.

Ethic Inc first reported a position in SWCH in Q1 2022 and held it in 3 quarters. The position peaked at $618K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Ethic Inc reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Ethic Inc sold 18,332 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $618K.
  • Ethic Inc first reported a position in Switch, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
  • Ethic Inc's Switch, Inc. Class A Common Stock position peaked at $618K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Ethic Inc's 13F filing for Q4 2022, filed 14 Feb 2023.