Schroder Investment Management Group
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Schroder Investment Management Group’s Southwest Gas SWX Stock Holding History

Schroder Investment Management 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
2021
Q1 		– Sell
-1,092
Closed -$66K – 1607
2020
Q4 		$66K Buy
+1,092
New +$71.9K ﹤0.01% 1388
2020
Q2 		– Sell
-4,056
Closed -$304K – 1327
2020
Q1 		$304K Sell
4,056
-951
-19% -$68.4K ﹤0.01% 1046
2019
Q4 		$380K Buy
5,007
+80
+2% +$6.51K ﹤0.01% 1088
2019
Q3 		$443K Sell
4,927
-2,983
-38% -$268K ﹤0.01% 1063
2019
Q2 		$708K Sell
7,910
-1,597
-17% -$136K ﹤0.01% 1046
2019
Q1 		$782K Sell
9,507
-184
-2% -$14.7K ﹤0.01% 948
2018
Q4 		$741K Sell
9,691
-1,616
-14% -$130K ﹤0.01% 927
2018
Q3 		$894K Buy
11,307
+1,234
+12% +$97.5K ﹤0.01% 955
2018
Q2 		$774K Sell
10,073
-142
-1% -$10.4K ﹤0.01% 984
2018
Q1 		$691K Hold
10,215
– – ﹤0.01% 1015
2017
Q4 		$822K Buy
10,215
+2,151
+27% +$175K ﹤0.01% 1015
2017
Q3 		$632K Sell
8,064
-4,156
-34% -$329K ﹤0.01% 1034
2017
Q2 		$890K Sell
12,220
-6,594
-35% -$527K ﹤0.01% 994
2017
Q1 		$1.56M Buy
18,814
+3,769
+25% +$307K ﹤0.01% 886
2016
Q4 		$1.15M Sell
15,045
-656
-4% -$47.4K ﹤0.01% 898
2016
Q3 		$1.1M Buy
+15,701
New +$1.16M ﹤0.01% 916

Other funds holding SWX

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group's SWX Position: Q1 2021 in Review

Schroder Investment Management Group sold out of Southwest Gas (SWX) in Q1 2021, closing a stake of 1,092 shares — an estimated $66K sold.

Schroder Investment Management Group first reported a position in SWX in Q3 2016 and held it in 16 quarters. The position peaked at $1.56M in Q1 2017. 283 funds tracked by Wall St. Rank hold SWX as of Q1 2021.

  • Schroder Investment Management Group reported no remaining Southwest Gas position as of Q1 2021 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,092 Southwest Gas shares in Q1 2021, an estimated $66K.
  • Schroder Investment Management Group first reported a position in Southwest Gas in Q3 2016 and held it in 16 quarters.
  • Schroder Investment Management Group's Southwest Gas position peaked at $1.56M in Q1 2017.
  • 283 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2021.

Based on Schroder Investment Management Group's 13F filing for Q1 2021, filed 17 May 2021.