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Camelot Portfolios’s Southwest Gas SWX Stock Holding History

Camelot Portfolios’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
2026
Q1 		– Sell
-33
Closed -$2.63K – 506
2025
Q4 		$2.63K Buy
+33
New +$2.64K ﹤0.01% 516
2024
Q3 		– Sell
-3,789
Closed -$267K – 508
2024
Q2 		$267K Sell
3,789
-848
-18% -$63.5K 0.15% 147
2024
Q1 		$353K Sell
4,637
-3,011
-39% -$195K 0.35% 86
2023
Q4 		$484K Buy
7,648
+2,203
+40% +$132K 0.29% 100
2023
Q3 		$329K Sell
5,445
-2,872
-35% -$183K 0.32% 93
2023
Q2 		$529K Sell
8,317
-227
-3% -$13.4K 0.33% 85
2023
Q1 		$534K Buy
8,544
+194
+2% +$12.4K 0.37% 82
2022
Q4 		$517K Buy
8,350
+4,426
+113% +$301K 0.38% 79
2022
Q3 		$274K Sell
3,924
-1,086
-22% -$88.1K 0.26% 111
2022
Q2 		$436K Sell
5,010
-1,389
-22% -$123K 0.26% 114
2022
Q1 		$501K Buy
+6,399
New +$448K 0.25% 117

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return