Vaughan Nelson Investment Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Vaughan Nelson Investment Management’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
2021 Q3	–	Sell	-2,171,813	Closed	-$45.8M	–	275
2021 Q2	$45.8M	Sell	2,171,813 -1,188,010	-35%	-$22.8M	0.46%	77
2021 Q1	$54.6M	Buy	3,359,823 +899,075	+37%	+$15M	0.58%	64
2020 Q4	$40.3M	Buy	2,460,748 +952,235	+63%	+$14.9M	0.47%	74
2020 Q3	$23.5M	Buy	1,508,513 +396,295	+36%	+$6.75M	0.33%	103
2020 Q2	$19.8M	Sell	1,112,218 -15,112	-1%	-$265K	0.28%	114
2020 Q1	$16.3M	Buy	+1,127,330	New	+$17.1M	0.28%	115

Other funds holding SWCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return