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Bailard’s Southwest Gas SWX Stock Holding History

Bailard’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
2025
Q4 		– Sell
-5,000
Closed -$392K – 874
2025
Q3 		$392K Buy
5,000
+700
+16% +$54.5K 0.01% 548
2025
Q2 		$320K Sell
4,300
-4,900
-53% -$353K 0.01% 583
2025
Q1 		$661K Buy
9,200
+600
+7% +$44.4K 0.02% 394
2024
Q4 		$608K Buy
8,600
+2,600
+43% +$193K 0.02% 425
2024
Q3 		$443K Buy
+6,000
New +$434K 0.01% 491
2022
Q4 		– Sell
-3,700
Closed -$258K – 779
2022
Q3 		$258K Hold
3,700
– – 0.01% 503
2022
Q2 		$322K Hold
3,700
– – 0.01% 463
2022
Q1 		$290K Sell
3,700
-400
-10% -$28K 0.01% 539
2021
Q4 		$287K Hold
4,100
– – 0.01% 550
2021
Q3 		$274K Hold
4,100
– – 0.01% 566
2021
Q2 		$271K Buy
+4,100
New +$280K 0.01% 576
2020
Q2 		– Sell
-6,200
Closed -$431K – 554
2020
Q1 		$431K Buy
6,200
+1,800
+41% +$129K 0.03% 252
2019
Q4 		$334K Buy
+4,400
New +$358K 0.02% 387

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return