McCarthy Asset Management’s SolarWinds Corporation Common Stock SWI Stock Holding History

McCarthy Asset Management’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
2022 Q2	–	Sell	-2,000	Closed	-$27K	–	337
2022 Q1	$27K	Buy	+2,000	New	+$26.3K	0.02%	117
2021 Q3	–	Sell	-3,792	Closed	-$68K	–	391
2021 Q2	$68K	Sell	3,792 -2,730	-42%	-$49.4K	0.05%	75
2021 Q1	$120K	Hold	6,522	–	–	0.09%	51
2020 Q4	$103K	Buy	+6,522	New	+$143K	0.09%	55

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lexington Partners New York $366M AUM 78.08% 1-Year Est. Return

McCarthy Asset Management's SWI Position: Q2 2022 in Review

McCarthy Asset Management sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2022, closing a stake of 2,000 shares — an estimated $27K sold.

McCarthy Asset Management first reported a position in SWI in Q4 2020 and held it in 4 quarters. The position peaked at $120K in Q1 2021. 144 funds tracked by Wall St. Rank hold SWI as of Q2 2022.

McCarthy Asset Management reported no remaining SolarWinds Corporation Common Stock position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 2,000 SolarWinds Corporation Common Stock shares in Q2 2022, an estimated $27K.
McCarthy Asset Management first reported a position in SolarWinds Corporation Common Stock in Q4 2020 and held it in 4 quarters.
McCarthy Asset Management's SolarWinds Corporation Common Stock position peaked at $120K in Q1 2021.
144 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.