Lido Advisors

Lido Advisors’s Southwest Gas SWX Stock Holding History

Lido 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
2022 Q1	–	Sell	-3,448	Closed	-$241K	–	1089
2021 Q4	$241K	Hold	3,448	–	–	﹤0.01%	894
2021 Q3	$230K	Hold	3,448	–	–	﹤0.01%	856
2021 Q2	$228K	Sell	3,448 -304	-8%	-$20.7K	﹤0.01%	820
2021 Q1	$258K	Buy	3,752 +311	+9%	+$19.7K	﹤0.01%	718
2020 Q4	$209K	Hold	3,441	–	–	﹤0.01%	754
2020 Q3	$217K	Hold	3,441	–	–	0.01%	567
2020 Q2	$238K	Hold	3,441	–	–	0.01%	508
2020 Q1	$239K	Hold	3,441	–	–	0.01%	475
2019 Q4	$261K	Hold	3,441	–	–	0.01%	549
2019 Q3	$313K	Hold	3,441	–	–	0.02%	436
2019 Q2	$308K	Sell	3,441 -1,500	-30%	-$127K	0.02%	420
2019 Q1	$406K	Hold	4,941	–	–	0.03%	330
2018 Q4	$377K	Hold	4,941	–	–	0.04%	267
2018 Q3	$390K	Sell	4,941 -1,451	-23%	-$115K	0.04%	287
2018 Q2	$487K	Hold	6,392	–	–	0.06%	213
2018 Q1	$432K	Hold	6,392	–	–	0.06%	212
2017 Q4	$514K	Sell	6,392 -1,200	-16%	-$97.4K	0.07%	148
2017 Q3	$625K	Hold	7,592	–	–	0.1%	121
2017 Q2	$555K	Buy	+7,592	New	+$607K	0.12%	107

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return