Marshall Wace
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Marshall Wace’s Southwest Gas SWX Stock Holding History

Marshall Wace’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
Q2 		– Sell
-38,971
Closed -$2.8M – 3157
2025
Q1 		$2.8M Buy
38,971
+35,340
+973% +$2.62M ﹤0.01% 1322
2024
Q4 		$257K Sell
3,631
-10,011
-73% -$744K ﹤0.01% 2284
2024
Q3 		$1.01M Buy
13,642
+3,899
+40% +$282K ﹤0.01% 1649
2024
Q2 		$686K Sell
9,743
-8,895
-48% -$666K ﹤0.01% 1837
2024
Q1 		$1.42M Sell
18,638
-1,892
-9% -$123K ﹤0.01% 1517
2023
Q4 		$1.3M Hold
20,530
– – ﹤0.01% 1389
2023
Q3 		$1.24M Sell
20,530
-6,865
-25% -$438K ﹤0.01% 1423
2023
Q2 		$1.74M Sell
27,395
-11,298
-29% -$668K ﹤0.01% 1467
2023
Q1 		$2.42M Buy
38,693
+1,605
+4% +$102K 0.01% 1354
2022
Q4 		$2.3M Sell
37,088
-24
-0.1% -$1.63K 0.01% 1652
2022
Q3 		$2.59M Buy
37,112
+14,257
+62% +$1.16M 0.01% 1843
2022
Q2 		$1.99M Buy
+22,855
New +$2.02M ﹤0.01% 1994
2022
Q1 		– Sell
-32,776
Closed -$2.3M – 3997
2021
Q4 		$2.3M Buy
+32,776
New +$2.26M ﹤0.01% 1953
2021
Q2 		– Sell
-25,278
Closed -$1.74M – 3077
2021
Q1 		$1.74M Buy
25,278
+10,134
+67% +$642K 0.01% 1393
2020
Q4 		$920K Buy
+15,144
New +$998K 0.01% 1244
2015
Q3 		– Sell
-4,469
Closed -$238K – 1050
2015
Q2 		$238K Buy
+4,469
New +$245K ﹤0.01% 800
2015
Q1 		– Sell
-5,434
Closed -$336K – 933
2014
Q4 		$336K Buy
+5,434
New +$308K ﹤0.01% 694

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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

Marshall Wace's SWX Position: Q2 2025 in Review

Marshall Wace sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 38,971 shares — an estimated $2.8M sold.

Marshall Wace first reported a position in SWX in Q4 2014 and held it in 17 quarters. The position peaked at $2.8M in Q1 2025. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Marshall Wace reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 38,971 Southwest Gas shares in Q2 2025, an estimated $2.8M.
  • Marshall Wace first reported a position in Southwest Gas in Q4 2014 and held it in 17 quarters.
  • Marshall Wace's Southwest Gas position peaked at $2.8M in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.