Arden Trust’s Southwest Gas SWX Stock Holding History

Arden Trust’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,062	Closed	-$251K	–	297
2022 Q4	$251K	Sell	4,062 -758	-16%	-$51.5K	0.05%	234
2022 Q3	$337K	Buy	+4,820	New	+$391K	0.09%	206

Other funds holding SWX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arden Trust's SWX Position: Q1 2023 in Review

Arden Trust sold out of Southwest Gas (SWX) in Q1 2023, closing a stake of 4,062 shares — an estimated $251K sold.

Arden Trust first reported a position in SWX in Q3 2022 and held it in 2 quarters. The position peaked at $337K in Q3 2022. 280 funds tracked by Wall St. Rank hold SWX as of Q1 2023.

Arden Trust reported no remaining Southwest Gas position as of Q1 2023 after selling out during the quarter.
Arden Trust sold 4,062 Southwest Gas shares in Q1 2023, an estimated $251K.
Arden Trust first reported a position in Southwest Gas in Q3 2022 and held it in 2 quarters.
Arden Trust's Southwest Gas position peaked at $337K in Q3 2022.
280 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2023.

Based on Arden Trust's 13F filing for Q1 2023, filed 17 Apr 2023.