Donoghue Forlines’s Southwest Gas SWX Stock Holding History

Donoghue Forlines’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	-3,118	Closed	-$230K	–	257
2024 Q3	$230K	Buy	+3,118	New	+$225K	0.07%	216

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

Donoghue Forlines's SWX Position: Q4 2024 in Review

Donoghue Forlines sold out of Southwest Gas (SWX) in Q4 2024, closing a stake of 3,118 shares — an estimated $230K sold.

Donoghue Forlines first reported a position in SWX in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

Donoghue Forlines reported no remaining Southwest Gas position as of Q4 2024 after selling out during the quarter.
Donoghue Forlines sold 3,118 Southwest Gas shares in Q4 2024, an estimated $230K.
Donoghue Forlines first reported a position in Southwest Gas in Q3 2024 and held it in 1 quarter.
Donoghue Forlines's Southwest Gas position peaked at $230K in Q3 2024.
309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.