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O'Dell Group’s Southwest Gas SWX Stock Holding History

O'Dell Group’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
Q1 		– Sell
-125
Closed -$7.92K – 426
2023
Q4 		$7.92K Buy
+125
New +$7.51K ﹤0.01% 365
2023
Q3 		– Sell
-125
Closed -$7.96K – 428
2023
Q2 		$7.96K Buy
+125
New +$7.39K ﹤0.01% 361
2022
Q4 		– Sell
-125
Closed -$9K – 359
2022
Q3 		$9K Hold
125
– – ﹤0.01% 298
2022
Q2 		$11K Hold
125
– – ﹤0.01% 275
2022
Q1 		$10K Hold
125
– – ﹤0.01% 315
2021
Q4 		$9K Hold
125
– – ﹤0.01% 320
2021
Q3 		$8K Buy
+125
New +$8.72K ﹤0.01% 323

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

O'Dell Group's SWX Position: Q1 2024 in Review

O'Dell Group sold out of Southwest Gas (SWX) in Q1 2024, closing a stake of 125 shares — an estimated $7.92K sold.

O'Dell Group first reported a position in SWX in Q3 2021 and held it in 7 quarters. The position peaked at $11K in Q2 2022. 285 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

  • O'Dell Group reported no remaining Southwest Gas position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 125 Southwest Gas shares in Q1 2024, an estimated $7.92K.
  • O'Dell Group first reported a position in Southwest Gas in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Southwest Gas position peaked at $11K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.