Lazard Asset Management
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Lazard Asset Management’s Southwest Gas SWX Stock Holding History

Lazard 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
Q3 		– Sell
-54,993
Closed -$4.09M – 2291
2025
Q2 		$4.09M Buy
54,993
+7,373
+15% +$531K 0.01% 791
2025
Q1 		$3.42M Sell
47,620
-4,742
-9% -$351K 0.01% 804
2024
Q4 		$3.7M Sell
52,362
-1,864
-3% -$139K 0.01% 713
2024
Q3 		$4M Sell
54,226
-2,963
-5% -$214K 0.01% 693
2024
Q2 		$4.02M Buy
+57,189
New +$4.28M 0.01% 733
2023
Q4 		– Sell
-18,061
Closed -$1.09M – 2458
2023
Q3 		$1.09M Buy
+18,061
New +$1.15M ﹤0.01% 961
2022
Q4 		– Sell
-207
Closed -$14K – 2568
2022
Q3 		$14K Sell
207
-497
-71% -$40.3K ﹤0.01% 2125
2022
Q2 		$61K Sell
704
-110,649
-99% -$9.76M ﹤0.01% 1726
2022
Q1 		$8.72M Sell
111,353
-6,244
-5% -$437K 0.01% 646
2021
Q4 		$8.24M Sell
117,597
-211
-0.2% -$14.5K 0.01% 680
2021
Q3 		$7.88M Sell
117,808
-199,874
-63% -$13.9M 0.01% 666
2021
Q2 		$21M Sell
317,682
-2,818,823
-90% -$192M 0.02% 455
2021
Q1 		$216M Sell
3,136,505
-2,251,814
-42% -$143M 0.26% 87
2020
Q4 		$327M Buy
5,388,319
+335,884
+7% +$22.1M 0.41% 60
2020
Q3 		$319M Buy
5,052,435
+1,654,361
+49% +$111M 0.45% 58
2020
Q2 		$235M Buy
3,398,074
+2,482,625
+271% +$181M 0.36% 65
2020
Q1 		$63.7M Buy
+915,449
New +$65.8M 0.12% 143
2019
Q4 		– Sell
-17
Closed -$1K – 1659
2019
Q3 		$1K Buy
+17
New +$1.53K ﹤0.01% 1443
2017
Q4 		– Sell
-99,124
Closed -$7.69M – 1107
2017
Q3 		$7.69M Sell
99,124
-5,000
-5% -$396K 0.01% 490
2017
Q2 		$7.61M Sell
104,124
-100
-0.1% -$8K 0.01% 476
2017
Q1 		$8.64M Sell
104,224
-10,126
-9% -$826K 0.02% 485
2016
Q4 		$8.76M Buy
114,350
+700
+0.6% +$50.5K 0.02% 458
2016
Q3 		$7.94M Hold
113,650
– – 0.02% 461
2016
Q2 		$8.95M Buy
+113,650
New +$7.85M 0.02% 415

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lazard Asset Management's SWX Position: Q3 2025 in Review

Lazard Asset Management sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 54,993 shares — an estimated $4.09M sold.

Lazard Asset Management first reported a position in SWX in Q2 2016 and held it in 24 quarters. The position peaked at $327M in Q4 2020. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

  • Lazard Asset Management reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 54,993 Southwest Gas shares in Q3 2025, an estimated $4.09M.
  • Lazard Asset Management first reported a position in Southwest Gas in Q2 2016 and held it in 24 quarters.
  • Lazard Asset Management's Southwest Gas position peaked at $327M in Q4 2020.
  • 334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.