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New York Life Investment Management’s Southwest Gas SWX Stock Holding History

New York Life 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
Q2 		– Sell
-4,910
Closed -$374K – 1273
2024
Q1 		$374K Buy
+4,910
New +$318K ﹤0.01% 910
2023
Q1 		– Sell
-7,243
Closed -$448K – 1385
2022
Q4 		$448K Buy
7,243
+775
+12% +$52.7K 0.01% 994
2022
Q3 		$451K Buy
6,468
+511
+9% +$41.4K 0.01% 829
2022
Q2 		$519K Buy
+5,957
New +$526K 0.01% 707

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York Life Investment Management's SWX Position: Q2 2024 in Review

New York Life Investment Management sold out of Southwest Gas (SWX) in Q2 2024, closing a stake of 4,910 shares — an estimated $374K sold.

New York Life Investment Management first reported a position in SWX in Q2 2022 and held it in 4 quarters. The position peaked at $519K in Q2 2022. 285 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

  • New York Life Investment Management reported no remaining Southwest Gas position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 4,910 Southwest Gas shares in Q2 2024, an estimated $374K.
  • New York Life Investment Management first reported a position in Southwest Gas in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Southwest Gas position peaked at $519K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.