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Susquehanna Fundamental Investments’s Southwest Gas SWX Stock Holding History

Susquehanna Fundamental Investments’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 		$347K Buy
+4,934
New +$370K 0.01% 761
2022
Q4 		– Sell
-50,828
Closed -$3.54M – 1471
2022
Q3 		$3.54M Buy
+50,828
New +$4.12M 0.06% 413

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

Susquehanna Fundamental Investments's SWX Position: Q2 2024 in Review

Susquehanna Fundamental Investments opened a new position in Southwest Gas (SWX) in Q2 2024: 4,934 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in SWX as recently as Q3 2022.

Susquehanna Fundamental Investments first reported a position in SWX in Q3 2022 and has held it in 2 quarters since. The position peaked at $3.54M in Q3 2022. 285 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

  • Susquehanna Fundamental Investments held 4,934 shares of Southwest Gas worth $347K as of Q2 2024.
  • Southwest Gas was a new Susquehanna Fundamental Investments position in Q2 2024.
  • Southwest Gas made up 0.01% of Susquehanna Fundamental Investments's portfolio in Q2 2024, its #761 holding.
  • Susquehanna Fundamental Investments first reported a position in Southwest Gas in Q3 2022 and has held it in 2 quarters since.
  • Susquehanna Fundamental Investments's Southwest Gas position peaked at $3.54M in Q3 2022.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2024, filed 15 Aug 2024.