EST
SWX icon

EA Series Trust’s Southwest Gas SWX Stock Holding History

EA Series Trust’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 		$2.4M Buy
+37,772
New +$2.23M 0.08% 337

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
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
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 $3.91B AUM 34.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

EA Series Trust's SWX Position: Q2 2023 in Review

EA Series Trust opened a new position in Southwest Gas (SWX) in Q2 2023: 37,772 shares worth $2.4M. The stake represents 0.08% of the portfolio and ranks #337 among its holdings.

272 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • EA Series Trust held 37,772 shares of Southwest Gas worth $2.4M as of Q2 2023.
  • Southwest Gas was a new EA Series Trust position in Q2 2023.
  • Southwest Gas made up 0.08% of EA Series Trust's portfolio in Q2 2023, its #337 holding.
  • 272 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.