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Lindbrook Capital’s Southwest Gas SWX Stock Holding History

Lindbrook Capital’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
Q1 		$105K Buy
1,469
+1,449
+7,245% +$107K 0.01% 656
2024
Q4 		$1.41K Buy
20
+6
+43% +$446 ﹤0.01% 2401
2024
Q3 		$1.03K Sell
14
-3
-18% -$217 ﹤0.01% 2490
2024
Q2 		$1.2K Hold
17
– – ﹤0.01% 2463
2024
Q1 		$1.29K Hold
17
– – ﹤0.01% 2370
2023
Q4 		$1.08K Sell
17
-268
-94% -$16.1K ﹤0.01% 2451
2023
Q3 		$17.2K Sell
285
-93
-25% -$5.93K ﹤0.01% 1128
2023
Q2 		$24.1K Buy
378
+67
+22% +$3.96K ﹤0.01% 993
2023
Q1 		$19.4K Buy
311
+156
+101% +$9.94K ﹤0.01% 1089
2022
Q4 		$9.59K Sell
155
-37
-19% -$2.52K ﹤0.01% 1456
2022
Q3 		$13K Buy
192
+2
+1% +$162 ﹤0.01% 1214
2022
Q2 		$17K Sell
190
-15
-7% -$1.32K ﹤0.01% 1042
2022
Q1 		$16K Buy
205
+87
+74% +$6.09K ﹤0.01% 1110
2021
Q4 		$8K Hold
118
– – ﹤0.01% 1371
2021
Q3 		$8K Sell
118
-41
-26% -$2.86K ﹤0.01% 1099
2021
Q2 		$11K Hold
159
– – ﹤0.01% 1028
2021
Q1 		$11K Buy
159
+33
+26% +$2.09K ﹤0.01% 992
2020
Q4 		$8K Sell
126
-21
-14% -$1.38K ﹤0.01% 1007
2020
Q3 		$9K Buy
147
+43
+41% +$2.87K ﹤0.01% 884
2020
Q2 		$7K Sell
104
-48
-32% -$3.49K ﹤0.01% 980
2020
Q1 		$11K Sell
152
-42
-22% -$3.02K ﹤0.01% 734
2019
Q4 		$15K Buy
194
+56
+41% +$4.55K 0.01% 817
2019
Q3 		$13K Hold
138
– – ﹤0.01% 834
2019
Q2 		$12K Hold
138
– – ﹤0.01% 847
2019
Q1 		$11K Hold
138
– – ﹤0.01% 879
2018
Q4 		$10K Buy
+138
New +$11.1K ﹤0.01% 830

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lindbrook Capital's SWX Position: Q1 2025 in Review

Lindbrook Capital increased its Southwest Gas (SWX) stake by 7,245% in Q1 2025, buying an estimated $107K and bringing the position to 1,469 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #656.

Lindbrook Capital first reported a position in SWX in Q4 2018 and has held it in 26 quarters since. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Lindbrook Capital held 1,469 shares of Southwest Gas worth $105K as of Q1 2025.
  • Lindbrook Capital bought 1,449 Southwest Gas shares in Q1 2025, an estimated $107K.
  • Southwest Gas made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #656 holding.
  • Lindbrook Capital first reported a position in Southwest Gas in Q4 2018 and has held it in 26 quarters since.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.