Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EVM
Eaton Vance Management’s
Southwest Gas
SWX
Stock Holding History
Eaton Vance Management’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
Q1
–
Sell
-546
Closed
-$39K
–
2612
2021
Q4
$39K
Buy
546
+24
+5%
+$1.65K
﹤0.01%
2205
2021
Q3
$0
Sell
522
-126
-19%
-$8.79K
﹤0.01%
2632
2021
Q2
$43K
Buy
+648
New
+$44.2K
﹤0.01%
2210
2017
Q3
–
Sell
-45,192
Closed
-$3.3M
–
1093
2017
Q2
$3.3M
Sell
45,192
-11,642
-20%
-$931K
0.01%
561
2017
Q1
$4.71M
Buy
+56,834
New
+$4.64M
0.01%
492
Other funds holding SWX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
IC
Icahn Carl
Sunny Isles Beach, Florida
$8.55B AUM
29.29%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
Nomura Holdings
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close