Psagot Value Holdings’s Southwest Gas SWX Stock Holding History

Psagot Value Holdings’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
2023 Q2	–	Sell	-9	Closed	-$1K	–	620
2023 Q1	$1K	Buy	+9	New	+$574	﹤0.01%	478

Other funds holding SWX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Psagot Value Holdings's SWX Position: Q2 2023 in Review

Psagot Value Holdings sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 9 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in SWX in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

Psagot Value Holdings reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
Psagot Value Holdings sold 9 Southwest Gas shares in Q2 2023, an estimated $1K.
Psagot Value Holdings first reported a position in Southwest Gas in Q1 2023 and held it in 1 quarter.
Psagot Value Holdings's Southwest Gas position peaked at $1K in Q1 2023.
271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.