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Longfellow Investment Management’s Southwest Gas SWX Stock Holding History

Longfellow Investment 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
2024
Q4 		– Sell
-171,000
Closed -$12.6M – 284
2024
Q3 		$12.6M Hold
171,000
– – 3.16% 7
2024
Q2 		$12M Hold
171,000
– – 3.02% 8
2024
Q1 		$13M Hold
171,000
– – 2.94% 7
2023
Q4 		$10.8M Hold
171,000
– – 2.67% 8
2023
Q3 		$10.3M Hold
171,000
– – 2.73% 9
2023
Q2 		$10.9M Buy
+171,000
New +$10.1M 2.5% 9

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Longfellow Investment Management's SWX Position: Q4 2024 in Review

Longfellow Investment Management sold out of Southwest Gas (SWX) in Q4 2024, closing a stake of 171,000 shares — an estimated $12.6M sold.

Longfellow Investment Management first reported a position in SWX in Q2 2023 and held it in 6 quarters. The position peaked at $13M in Q1 2024. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

  • Longfellow Investment Management reported no remaining Southwest Gas position as of Q4 2024 after selling out during the quarter.
  • Longfellow Investment Management sold 171,000 Southwest Gas shares in Q4 2024, an estimated $12.6M.
  • Longfellow Investment Management first reported a position in Southwest Gas in Q2 2023 and held it in 6 quarters.
  • Longfellow Investment Management's Southwest Gas position peaked at $13M in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on Longfellow Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.