GAM
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Gotham Asset Management’s Southwest Gas SWX Stock Holding History

Gotham Asset 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
2025
Q1 		– Sell
-17,669
Closed -$1.25M – 1655
2024
Q4 		$1.25M Sell
17,669
-6,118
-26% -$455K 0.01% 849
2024
Q3 		$1.75M Buy
23,787
+12,553
+112% +$907K 0.02% 762
2024
Q2 		$791K Sell
11,234
-10,550
-48% -$790K 0.01% 955
2024
Q1 		$1.66M Buy
21,784
+10,508
+93% +$681K 0.03% 703
2023
Q4 		$714K Sell
11,276
-8,548
-43% -$514K 0.01% 884
2023
Q3 		$1.2M Buy
19,824
+9,442
+91% +$602K 0.02% 716
2023
Q2 		$661K Buy
+10,382
New +$614K 0.01% 892
2015
Q4 		– Sell
-11,585
Closed -$676K – 1004
2015
Q3 		$676K Sell
11,585
-49,942
-81% -$2.76M 0.01% 686
2015
Q2 		$3.27M Buy
+61,527
New +$3.38M 0.03% 500
2014
Q1 		– Sell
-7,105
Closed -$397K – 1088
2013
Q4 		$397K Sell
7,105
-75
-1% -$3.97K 0.01% 812
2013
Q3 		$359K Buy
+7,180
New +$348K 0.01% 755

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CM
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Fidelity Investments
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State Street
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MC
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return