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

Havens Advisors’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	-89,000	Closed	-$3M	–	38
2022 Q3	$3M	Buy	89,000 +34,000	+62%	+$1.15M	4.49%	8
2022 Q2	$1.84M	Buy	+55,000	New	+$1.78M	2.91%	14

Other funds holding SWCH

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Havens Advisors's SWCH Position: Q4 2022 in Review

Havens Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 89,000 shares — an estimated $3M sold.

Havens Advisors first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $3M in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Havens Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Havens Advisors sold 89,000 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $3M.
Havens Advisors first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
Havens Advisors's Switch, Inc. Class A Common Stock position peaked at $3M in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Havens Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.