SFM
SWX icon

Systematic Financial Management’s Southwest Gas SWX Stock Holding History

Systematic Financial Management’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
Q4 		– Sell
-5,058
Closed -$373K – 319
2024
Q3 		$373K Buy
+5,058
New +$365K 0.01% 290
2017
Q1 		– Sell
-23,030
Closed -$1.76M – 691
2016
Q4 		$1.76M Buy
23,030
+185
+0.8% +$13.4K 0.03% 437
2016
Q3 		$1.6M Sell
22,845
-2,425
-10% -$179K 0.02% 491
2016
Q2 		$1.99M Sell
25,270
-1,635
-6% -$113K 0.03% 319
2016
Q1 		$1.77M Sell
26,905
-6,355
-19% -$383K 0.02% 385
2015
Q4 		$1.83M Sell
33,260
-6,690
-17% -$382K 0.02% 352
2015
Q3 		$2.33M Sell
39,950
-7,340
-16% -$406K 0.02% 344
2015
Q2 		$2.52M Buy
47,290
+5,180
+12% +$284K 0.02% 430
2015
Q1 		$2.45M Buy
+42,110
New +$2.49M 0.02% 477

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Systematic Financial Management's SWX Position: Q4 2024 in Review

Systematic Financial Management sold out of Southwest Gas (SWX) in Q4 2024, closing a stake of 5,058 shares — an estimated $373K sold.

Systematic Financial Management first reported a position in SWX in Q1 2015 and held it in 9 quarters. The position peaked at $2.52M in Q2 2015. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

  • Systematic Financial Management reported no remaining Southwest Gas position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 5,058 Southwest Gas shares in Q4 2024, an estimated $373K.
  • Systematic Financial Management first reported a position in Southwest Gas in Q1 2015 and held it in 9 quarters.
  • Systematic Financial Management's Southwest Gas position peaked at $2.52M in Q2 2015.
  • 309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.