Summit Securities Group’s Southwest Gas SWX Stock Holding History

Summit Securities 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
2024 Q1	–	Sell	-1	Closed	–	–	870
2023 Q4	$0	Buy	+1	New	+$60	﹤0.01%	901
2023 Q1	–	Sell	-1,804	Closed	-$112K	–	1275
2022 Q4	$112K	Buy	+1,804	New	+$123K	﹤0.01%	577
2022 Q3	–	Sell	-2	Closed	–	–	1159
2022 Q2	$0	Buy	+2	New	+$177	﹤0.01%	1209

Other funds holding SWX

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Summit Securities Group's SWX Position: Q1 2024 in Review

Summit Securities Group sold out of Southwest Gas (SWX) in Q1 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in SWX in Q2 2022 and held it in 3 quarters. The position peaked at $112K in Q4 2022. 286 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

Summit Securities Group reported no remaining Southwest Gas position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 1 Southwest Gas share in Q1 2024.
Summit Securities Group first reported a position in Southwest Gas in Q2 2022 and held it in 3 quarters.
Summit Securities Group's Southwest Gas position peaked at $112K in Q4 2022.
286 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.