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Heartland Advisors’s Southwest Gas SWX Stock Holding History

Heartland Advisors’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
2021
Q4 		– Sell
-50,000
Closed -$3.34M – 220
2021
Q3 		$3.34M Hold
50,000
– – 0.2% 169
2021
Q2 		$3.31M Buy
+50,000
New +$3.41M 0.19% 173

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartland Advisors's SWX Position: Q4 2021 in Review

Heartland Advisors sold out of Southwest Gas (SWX) in Q4 2021, closing a stake of 50,000 shares — an estimated $3.34M sold.

Heartland Advisors first reported a position in SWX in Q2 2021 and held it in 2 quarters. The position peaked at $3.34M in Q3 2021. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2021.

  • Heartland Advisors reported no remaining Southwest Gas position as of Q4 2021 after selling out during the quarter.
  • Heartland Advisors sold 50,000 Southwest Gas shares in Q4 2021, an estimated $3.34M.
  • Heartland Advisors first reported a position in Southwest Gas in Q2 2021 and held it in 2 quarters.
  • Heartland Advisors's Southwest Gas position peaked at $3.34M in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2021.

Based on Heartland Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.