GT
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Greenleaf Trust’s Southwest Gas SWX Stock Holding History

Greenleaf 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 		– Sell
-8,332
Closed -$520K – 800
2023
Q1 		$520K Sell
8,332
-1,468
-15% -$93.6K 0.01% 444
2022
Q4 		$606K Buy
9,800
+2,276
+30% +$155K 0.01% 394
2022
Q3 		$525K Sell
7,524
-272
-3% -$22.1K 0.01% 385
2022
Q2 		$679K Buy
7,796
+1,581
+25% +$140K 0.01% 307
2022
Q1 		$487K Buy
+6,215
New +$435K 0.01% 428
2021
Q2 		– Sell
-2,990
Closed -$205K – 745
2021
Q1 		$205K Buy
+2,990
New +$189K ﹤0.01% 687
2020
Q3 		– Sell
-5,749
Closed -$397K – 581
2020
Q2 		$397K Buy
+5,749
New +$418K 0.01% 338

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