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Redwood Investment Management’s Southwest Gas SWX Stock Holding History

Redwood 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
2025
Q1 		– Sell
-33,779
Closed -$2.39M – 359
2024
Q4 		$2.39M Sell
33,779
-4,175
-11% -$310K 0.23% 72
2024
Q3 		$2.83M Sell
37,954
-3,184
-8% -$230K 0.25% 67
2024
Q2 		$2.91M Sell
41,138
-2,129
-5% -$159K 0.25% 83
2024
Q1 		$3.29M Sell
43,267
-7,522
-15% -$488K 0.31% 61
2023
Q4 		$3.22M Sell
50,789
-2,231
-4% -$134K 0.29% 71
2023
Q3 		$3.2M Sell
53,020
-11,078
-17% -$707K 0.28% 70
2023
Q2 		$4.18M Buy
64,098
+7,742
+14% +$458K 0.43% 61
2023
Q1 		$3.52M Buy
56,356
+9,835
+21% +$627K 0.38% 76
2022
Q4 		$2.88M Buy
46,521
+9,884
+27% +$672K 0.38% 77
2022
Q3 		$2.56M Buy
36,637
+6,307
+21% +$512K 0.54% 28
2022
Q2 		$2.64M Buy
+30,330
New +$2.68M 0.45% 56

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 $3.38T AUM 44.17% 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

Redwood Investment Management's SWX Position: Q1 2025 in Review

Redwood Investment Management sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 33,779 shares — an estimated $2.39M sold.

Redwood Investment Management first reported a position in SWX in Q2 2022 and held it in 11 quarters. The position peaked at $4.18M in Q2 2023. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Redwood Investment Management reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
  • Redwood Investment Management sold 33,779 Southwest Gas shares in Q1 2025, an estimated $2.39M.
  • Redwood Investment Management first reported a position in Southwest Gas in Q2 2022 and held it in 11 quarters.
  • Redwood Investment Management's Southwest Gas position peaked at $4.18M in Q2 2023.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.