ClearBridge Investments
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ClearBridge Investments’s Southwest Gas SWX Stock Holding History

ClearBridge Investments’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
2022
Q4 		– Sell
-3,562
Closed -$248K – 752
2022
Q3 		$248K Buy
+3,562
New +$289K ﹤0.01% 722

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments's SWX Position: Q4 2022 in Review

ClearBridge Investments sold out of Southwest Gas (SWX) in Q4 2022, closing a stake of 3,562 shares — an estimated $248K sold.

ClearBridge Investments first reported a position in SWX in Q3 2022 and held it in 1 quarter. The position peaked at $248K in Q3 2022. 297 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

  • ClearBridge Investments reported no remaining Southwest Gas position as of Q4 2022 after selling out during the quarter.
  • ClearBridge Investments sold 3,562 Southwest Gas shares in Q4 2022, an estimated $248K.
  • ClearBridge Investments first reported a position in Southwest Gas in Q3 2022 and held it in 1 quarter.
  • ClearBridge Investments's Southwest Gas position peaked at $248K in Q3 2022.
  • 297 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on ClearBridge Investments's 13F filing for Q4 2022, filed 10 Feb 2023.