LMR Partners’s Southwest Gas SWX Stock Holding History

LMR Partners’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 Q4	–	Sell	-20,000	Closed	-$1.4M	–	1264
2022 Q3	$1.4M	Buy	+20,000	New	+$1.62M	0.03%	636

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LMR Partners's SWX Position: Q4 2022 in Review

LMR Partners sold out of Southwest Gas (SWX) in Q4 2022, closing a stake of 20,000 shares — an estimated $1.4M sold.

LMR Partners first reported a position in SWX in Q3 2022 and held it in 1 quarter. The position peaked at $1.4M in Q3 2022. 297 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

LMR Partners reported no remaining Southwest Gas position as of Q4 2022 after selling out during the quarter.
LMR Partners sold 20,000 Southwest Gas shares in Q4 2022, an estimated $1.4M.
LMR Partners first reported a position in Southwest Gas in Q3 2022 and held it in 1 quarter.
LMR Partners's Southwest Gas position peaked at $1.4M in Q3 2022.
297 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on LMR Partners's 13F filing for Q4 2022, filed 14 Feb 2023.