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ClearBridge Investments (Australia)’s Southwest Gas SWX Stock Holding History

ClearBridge Investments (Australia)’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
2023
Q2 		– Sell
-750,000
Closed -$46.8M – 26
2023
Q1 		$46.8M Sell
750,000
-1,467,317
-66% -$93.5M 1.48% 22
2022
Q4 		$137M Buy
2,217,317
+960,945
+76% +$65.4M 4.18% 8
2022
Q3 		$87.6M Buy
+1,256,372
New +$102M 2.86% 16

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

ClearBridge Investments (Australia)'s SWX Position: Q2 2023 in Review

ClearBridge Investments (Australia) sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 750,000 shares — an estimated $46.8M sold.

ClearBridge Investments (Australia) first reported a position in SWX in Q3 2022 and held it in 3 quarters. The position peaked at $137M in Q4 2022. 272 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • ClearBridge Investments (Australia) reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • ClearBridge Investments (Australia) sold 750,000 Southwest Gas shares in Q2 2023, an estimated $46.8M.
  • ClearBridge Investments (Australia) first reported a position in Southwest Gas in Q3 2022 and held it in 3 quarters.
  • ClearBridge Investments (Australia)'s Southwest Gas position peaked at $137M in Q4 2022.
  • 272 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2023, filed 11 Aug 2023.