JG
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Jefferies Group’s Southwest Gas SWX Stock Holding History

Jefferies Group’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
-7,300
Closed -$488K – 1981
2021
Q3 		$488K Buy
+7,300
New +$509K ﹤0.01% 1238
2020
Q4 		– Sell
-7,500
Closed -$473K – 1791
2020
Q3 		$473K Buy
+7,500
New +$501K 0.01% 1002
2019
Q3 		– Sell
-2,739
Closed -$245K – 3025
2019
Q2 		$245K Sell
2,739
-7,261
-73% -$617K ﹤0.01% 2031
2019
Q1 		$823K Buy
10,000
+1,720
+21% +$138K 0.01% 1367
2018
Q4 		$633K Buy
+8,280
New +$665K 0.01% 1370
2018
Q3 		– Sell
-13,421
Closed -$1.02M – 2731
2018
Q2 		$1.02M Buy
13,421
+4,824
+56% +$352K 0.01% 1247
2018
Q1 		$581K Buy
8,597
+4,371
+103% +$311K ﹤0.01% 1426
2017
Q4 		$340K Sell
4,226
-10,372
-71% -$842K ﹤0.01% 1948
2017
Q3 		$1.13M Buy
14,598
+6,651
+84% +$526K 0.01% 1232
2017
Q2 		$581K Buy
+7,947
New +$636K ﹤0.01% 1549

Other funds holding SWX

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
T. Rowe Price Associates
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return