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Burney Company’s Southwest Gas SWX Stock Holding History

Burney Company’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
Q1 		– Sell
-4,302
Closed -$304K – 600
2024
Q4 		$304K Sell
4,302
-15,045
-78% -$1.12M 0.01% 499
2024
Q3 		$1.43M Sell
19,347
-56
-0.3% -$4.05K 0.05% 267
2024
Q2 		$1.37M Sell
19,403
-1,419
-7% -$106K 0.05% 275
2024
Q1 		$1.59M Sell
20,822
-43
-0.2% -$2.79K 0.06% 271
2023
Q4 		$1.32M Sell
20,865
-519
-2% -$31.2K 0.06% 290
2023
Q3 		$1.29M Sell
21,384
-3,014
-12% -$192K 0.06% 278
2023
Q2 		$1.55M Sell
24,398
-427
-2% -$25.3K 0.07% 262
2023
Q1 		$1.55M Sell
24,825
-755
-3% -$48.1K 0.08% 253
2022
Q4 		$1.58M Sell
25,580
-1,671
-6% -$114K 0.08% 235
2022
Q3 		$1.9M Sell
27,251
-2,435
-8% -$198K 0.1% 205
2022
Q2 		$2.58M Sell
29,686
-8,008
-21% -$707K 0.14% 176
2022
Q1 		$2.95M Sell
37,694
-51,455
-58% -$3.6M 0.14% 183
2021
Q4 		$6.25M Sell
89,149
-20,075
-18% -$1.38M 0.27% 112
2021
Q3 		$7.3M Buy
109,224
+2,930
+3% +$204K 0.34% 89
2021
Q2 		$7.04M Sell
106,294
-4,012
-4% -$274K 0.33% 91
2021
Q1 		$7.58M Buy
110,306
+35,111
+47% +$2.22M 0.37% 82
2020
Q4 		$4.57M Sell
75,195
-4,835
-6% -$319K 0.25% 121
2020
Q3 		$5.05M Sell
80,030
-35
-0% -$2.34K 0.31% 98
2020
Q2 		$5.53M Buy
80,065
+27,330
+52% +$1.99M 0.36% 80
2020
Q1 		$3.67M Buy
+52,735
New +$3.79M 0.28% 106

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