Sachetta’s Southwest Gas SWX Stock Holding History

Sachetta’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	-8	Closed	-$566	–	1204
2024 Q4	$566	Hold	8	–	–	﹤0.01%	1082
2024 Q3	$591	Hold	8	–	–	﹤0.01%	1127
2024 Q2	$590	Hold	8	–	–	﹤0.01%	1150
2024 Q1	$507	Hold	8	–	–	﹤0.01%	1076
2023 Q4	$507	Buy	+8	New	+$481	﹤0.01%	1076

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sachetta's SWX Position: Q1 2025 in Review

Sachetta sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 8 shares — an estimated $566 sold.

Sachetta first reported a position in SWX in Q4 2023 and held it in 5 quarters. The position peaked at $591 in Q3 2024. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

Sachetta reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
Sachetta sold 8 Southwest Gas shares in Q1 2025, an estimated $566.
Sachetta first reported a position in Southwest Gas in Q4 2023 and held it in 5 quarters.
Sachetta's Southwest Gas position peaked at $591 in Q3 2024.
347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Sachetta's 13F filing for Q1 2025, filed 2 May 2025.