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Seven Grand Managers’s Southwest Gas SWX Stock Holding History

Seven Grand Managers’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
-20,000
Closed -$1.25M – 31
2023
Q1 		$1.25M Buy
+20,000
New +$1.27M 3.6% 8
2022
Q2 		– Sell
-140,100
Closed -$11M – 35
2022
Q1 		$11M Buy
+140,100
New +$9.82M 9.45% 1

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Seven Grand Managers's SWX Position: Q2 2023 in Review

Seven Grand Managers sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 20,000 shares — an estimated $1.25M sold.

Seven Grand Managers first reported a position in SWX in Q1 2022 and held it in 2 quarters. The position peaked at $11M in Q1 2022. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • Seven Grand Managers reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • Seven Grand Managers sold 20,000 Southwest Gas shares in Q2 2023, an estimated $1.25M.
  • Seven Grand Managers first reported a position in Southwest Gas in Q1 2022 and held it in 2 quarters.
  • Seven Grand Managers's Southwest Gas position peaked at $11M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on Seven Grand Managers's 13F filing for Q2 2023, filed 14 Aug 2023.