CIM
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CIM Investment Management’s Southwest Gas SWX Stock Holding History

CIM Investment Management’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
2021
Q3 		– Sell
-4,417
Closed -$292K – 327
2021
Q2 		$292K Hold
4,417
– – 0.09% 213
2021
Q1 		$303K Sell
4,417
-263
-6% -$16.7K 0.1% 199
2020
Q4 		$284K Hold
4,680
– – 0.09% 214
2020
Q3 		$295K Buy
4,680
+67
+1% +$4.48K 0.11% 173
2020
Q2 		$319K Buy
4,613
+785
+21% +$57.1K 0.13% 158
2020
Q1 		$266K Hold
3,828
– – 0.13% 141
2019
Q4 		$291K Sell
3,828
-1,203
-24% -$97.8K 0.12% 160
2019
Q3 		$458K Hold
5,031
– – 0.17% 139
2019
Q2 		$451K Sell
5,031
-110
-2% -$9.34K 0.17% 146
2019
Q1 		$423K Sell
5,141
-44
-0.8% -$3.52K 0.16% 165
2018
Q4 		$397K Hold
5,185
– – 0.17% 149
2018
Q3 		$410K Buy
5,185
+1,857
+56% +$147K 0.15% 194
2018
Q2 		$254K Sell
3,328
-3,332
-50% -$243K 0.09% 302
2018
Q1 		$450K Buy
6,660
+3,063
+85% +$218K 0.15% 190
2017
Q4 		$289K Sell
3,597
-46
-1% -$3.73K 0.1% 266
2017
Q3 		$283K Hold
3,643
– – 0.1% 264
2017
Q2 		$266K Sell
3,643
-111
-3% -$8.88K 0.09% 298
2017
Q1 		$311K Hold
3,754
– – 0.11% 257
2016
Q4 		$288K Hold
3,754
– – 0.1% 267
2016
Q3 		$262K Buy
3,754
+140
+4% +$10.3K 0.1% 278
2016
Q2 		$284K Buy
3,614
+370
+11% +$25.6K 0.12% 224
2016
Q1 		$214K Buy
+3,244
New +$195K 0.09% 254
2015
Q3 		– Sell
-4,761
Closed -$253K – 271
2015
Q2 		$253K Buy
+4,761
New +$261K 0.11% 199

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM Investment Management's SWX Position: Q3 2021 in Review

CIM Investment Management sold out of Southwest Gas (SWX) in Q3 2021, closing a stake of 4,417 shares — an estimated $292K sold.

CIM Investment Management first reported a position in SWX in Q2 2015 and held it in 23 quarters. The position peaked at $458K in Q3 2019. 263 funds tracked by Wall St. Rank hold SWX as of Q3 2021.

  • CIM Investment Management reported no remaining Southwest Gas position as of Q3 2021 after selling out during the quarter.
  • CIM Investment Management sold 4,417 Southwest Gas shares in Q3 2021, an estimated $292K.
  • CIM Investment Management first reported a position in Southwest Gas in Q2 2015 and held it in 23 quarters.
  • CIM Investment Management's Southwest Gas position peaked at $458K in Q3 2019.
  • 263 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2021.

Based on CIM Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.