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Disciplined Investments’s Southwest Gas SWX Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-9
Closed -$573 – 1364
2023
Q2 		$573 Hold
9
– – ﹤0.01% 1183
2023
Q1 		$562 Sell
9
-1
-10% -$64 ﹤0.01% 1193
2022
Q4 		$619 Buy
10
+1
+11% +$68 ﹤0.01% 1110
2022
Q3 		$1K Buy
+9
New +$730 ﹤0.01% 1088

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Disciplined Investments's SWX Position: Q3 2023 in Review

Disciplined Investments sold out of Southwest Gas (SWX) in Q3 2023, closing a stake of 9 shares — an estimated $573 sold.

Disciplined Investments first reported a position in SWX in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 278 funds tracked by Wall St. Rank hold SWX as of Q3 2023.

  • Disciplined Investments reported no remaining Southwest Gas position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Southwest Gas shares in Q3 2023, an estimated $573.
  • Disciplined Investments first reported a position in Southwest Gas in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Southwest Gas position peaked at $1K in Q3 2022.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.