Wellington Management Group’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Wellington Management Group’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	-434,591	Closed	-$14.6M	–	2179
2022 Q3	$14.6M	Sell	434,591 -317,510	-42%	-$10.8M	﹤0.01%	1000
2022 Q2	$25.2M	Buy	+752,101	New	+$24.3M	0.01%	878
2020 Q3	–	Sell	-57,826	Closed	-$1.03M	–	2016
2020 Q2	$1.03M	Sell	57,826 -9,412	-14%	-$165K	﹤0.01%	1491
2020 Q1	$970K	Buy	+67,238	New	+$1.02M	﹤0.01%	1543

Other funds holding SWCH

HSA

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

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

Wellington Management Group's SWCH Position: Q4 2022 in Review

Wellington Management Group sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 434,591 shares — an estimated $14.6M sold.

Wellington Management Group first reported a position in SWCH in Q1 2020 and held it in 4 quarters. The position peaked at $25.2M in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Wellington Management Group reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Wellington Management Group sold 434,591 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $14.6M.
Wellington Management Group first reported a position in Switch, Inc. Class A Common Stock in Q1 2020 and held it in 4 quarters.
Wellington Management Group's Switch, Inc. Class A Common Stock position peaked at $25.2M in Q2 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.