Systematic Portfolios’s Southwest Gas SWX Stock Holding History

Systematic Portfolios’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 Q3	–	Sell	-4,369	Closed	-$307K	–	51
2024 Q2	$307K	Buy	+4,369	New	+$327K	2.14%	6

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

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

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Systematic Portfolios's SWX Position: Q3 2024 in Review

Systematic Portfolios sold out of Southwest Gas (SWX) in Q3 2024, closing a stake of 4,369 shares — an estimated $307K sold.

Systematic Portfolios first reported a position in SWX in Q2 2024 and held it in 1 quarter. The position peaked at $307K in Q2 2024. 297 funds tracked by Wall St. Rank hold SWX as of Q3 2024.

Systematic Portfolios reported no remaining Southwest Gas position as of Q3 2024 after selling out during the quarter.
Systematic Portfolios sold 4,369 Southwest Gas shares in Q3 2024, an estimated $307K.
Systematic Portfolios first reported a position in Southwest Gas in Q2 2024 and held it in 1 quarter.
Systematic Portfolios's Southwest Gas position peaked at $307K in Q2 2024.
297 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2024.

Based on Systematic Portfolios's 13F filing for Q3 2024.