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Sandy Spring Bank’s Southwest Gas SWX Stock Holding History

Sandy Spring Bank’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
-25
Closed -$1.9K – 1335
2024
Q1 		$1.9K Buy
+25
New +$1.62K ﹤0.01% 1057
2017
Q4 		– Sell
-57
Closed -$4K – 883
2017
Q3 		$4K Hold
57
– – ﹤0.01% 756
2017
Q2 		$4K Hold
57
– – ﹤0.01% 778
2017
Q1 		$5K Hold
57
– – ﹤0.01% 764
2016
Q4 		$4K Hold
57
– – ﹤0.01% 765
2016
Q3 		$4K Hold
57
– – ﹤0.01% 759
2016
Q2 		$4K Hold
57
– – ﹤0.01% 801
2016
Q1 		$4K Hold
57
– – ﹤0.01% 834
2015
Q4 		$3K Hold
57
– – ﹤0.01% 838
2015
Q3 		$3K Hold
57
– – ﹤0.01% 851
2015
Q2 		$3K Buy
+57
New +$3.13K ﹤0.01% 876

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 $3.91B AUM 34.32% 1-Year Est. Return

Sandy Spring Bank's SWX Position: Q2 2024 in Review

Sandy Spring Bank sold out of Southwest Gas (SWX) in Q2 2024, closing a stake of 25 shares — an estimated $1.9K sold.

Sandy Spring Bank first reported a position in SWX in Q2 2015 and held it in 11 quarters. The position peaked at $5K in Q1 2017. 285 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

  • Sandy Spring Bank reported no remaining Southwest Gas position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 25 Southwest Gas shares in Q2 2024, an estimated $1.9K.
  • Sandy Spring Bank first reported a position in Southwest Gas in Q2 2015 and held it in 11 quarters.
  • Sandy Spring Bank's Southwest Gas position peaked at $5K in Q1 2017.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.