Claris Advisors’s Southwest Gas SWX Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-3	Closed	-$221	–	1017
2024 Q3	$221	Buy	+3	New	+$217	﹤0.01%	930

Other funds holding SWX

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

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

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

CCM

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

Claris Advisors's SWX Position: Q4 2024 in Review

Claris Advisors sold out of Southwest Gas (SWX) in Q4 2024, closing a stake of 3 shares — an estimated $221 sold.

Claris Advisors first reported a position in SWX in Q3 2024 and held it in 1 quarter. The position peaked at $221 in Q3 2024. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

Claris Advisors reported no remaining Southwest Gas position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Southwest Gas shares in Q4 2024, an estimated $221.
Claris Advisors first reported a position in Southwest Gas in Q3 2024 and held it in 1 quarter.
Claris Advisors's Southwest Gas position peaked at $221 in Q3 2024.
309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.