Stifel Financial’s SolarWinds Corporation Common Stock SWI Stock Holding History

Stifel Financial’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 Q1	–	Sell	-11,085	Closed	-$175K	–	3327
2020 Q4	$175K	Sell	11,085 -4,491	-29%	-$98.4K	﹤0.01%	2855
2020 Q3	$334K	Buy	15,576 +4,369	+39%	+$89.1K	﹤0.01%	2328
2020 Q2	$209K	Buy	+11,207	New	+$207K	﹤0.01%	2568
2020 Q1	–	Sell	-26,325	Closed	-$515K	–	3174
2019 Q4	$515K	Buy	26,325 +4,505	+21%	+$89.4K	﹤0.01%	2240
2019 Q3	$424K	Sell	21,820 -26,845	-55%	-$510K	﹤0.01%	2252
2019 Q2	$943K	Sell	48,665 -4,730	-9%	-$93K	﹤0.01%	1845
2019 Q1	$1.1M	Buy	53,395 +600	+1%	+$11.2K	﹤0.01%	1587
2018 Q4	$769K	Buy	+52,795	New	+$828K	﹤0.01%	1699

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

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

Stifel Financial's SWI Position: Q1 2021 in Review

Stifel Financial sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2021, closing a stake of 11,085 shares — an estimated $175K sold.

Stifel Financial first reported a position in SWI in Q4 2018 and held it in 8 quarters. The position peaked at $1.1M in Q1 2019. 146 funds tracked by Wall St. Rank hold SWI as of Q1 2021.

Stifel Financial reported no remaining SolarWinds Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
Stifel Financial sold 11,085 SolarWinds Corporation Common Stock shares in Q1 2021, an estimated $175K.
Stifel Financial first reported a position in SolarWinds Corporation Common Stock in Q4 2018 and held it in 8 quarters.
Stifel Financial's SolarWinds Corporation Common Stock position peaked at $1.1M in Q1 2019.
146 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.