Stifel Financial
SWCH

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

Stifel Financial’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
-41,692
Closed -$1.4M – 3422
2022
Q3 		$1.4M Sell
41,692
-51,517
-55% -$1.74M ﹤0.01% 1711
2022
Q2 		$3.12M Sell
93,209
-132,405
-59% -$4.28M ﹤0.01% 1212
2022
Q1 		$6.95M Buy
225,614
+4,410
+2% +$118K 0.01% 887
2021
Q4 		$6.33M Buy
221,204
+55,573
+34% +$1.45M 0.01% 942
2021
Q3 		$4.21M Buy
165,631
+9,348
+6% +$219K 0.01% 1117
2021
Q2 		$3.3M Sell
156,283
-13,593
-8% -$260K ﹤0.01% 1261
2021
Q1 		$2.76M Sell
169,876
-119,438
-41% -$1.99M ﹤0.01% 1318
2020
Q4 		$4.74M Buy
289,314
+170,394
+143% +$2.66M 0.01% 905
2020
Q3 		$1.86M Buy
118,920
+101,403
+579% +$1.73M ﹤0.01% 1251
2020
Q2 		$312K Buy
17,517
+6,616
+61% +$116K ﹤0.01% 2334
2020
Q1 		$155K Sell
10,901
-13,701
-56% -$208K ﹤0.01% 2504
2019
Q4 		$364K Hold
24,602
– – ﹤0.01% 2442
2019
Q3 		$384K Sell
24,602
-1,250
-5% -$18.5K ﹤0.01% 2304
2019
Q2 		$338K Sell
25,852
-600
-2% -$7.09K ﹤0.01% 2435
2019
Q1 		$273K Buy
+26,452
New +$230K ﹤0.01% 2418
2018
Q1 		– Sell
-80,969
Closed -$1.47M – 2793
2017
Q4 		$1.47M Buy
+80,969
New +$1.48M ﹤0.01% 1299

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

Stifel Financial's SWCH Position: Q4 2022 in Review

Stifel Financial sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 41,692 shares — an estimated $1.4M sold.

Stifel Financial first reported a position in SWCH in Q4 2017 and held it in 16 quarters. The position peaked at $6.95M in Q1 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Stifel Financial reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 41,692 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.4M.
  • Stifel Financial first reported a position in Switch, Inc. Class A Common Stock in Q4 2017 and held it in 16 quarters.
  • Stifel Financial's Switch, Inc. Class A Common Stock position peaked at $6.95M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.