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VELA Investment Management’s Southwest Gas SWX Stock Holding History

VELA Investment 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
2023
Q3 		– Sell
-10,291
Closed -$655K – 146
2023
Q2 		$655K Sell
10,291
-10,900
-51% -$645K 0.3% 95
2023
Q1 		$1.32M Buy
21,191
+6,401
+43% +$408K 0.6% 54
2022
Q4 		$915K Buy
14,790
+3,207
+28% +$218K 0.45% 75
2022
Q3 		$808K Hold
11,583
– – 0.46% 74
2022
Q2 		$1.01M Hold
11,583
– – 0.58% 57
2022
Q1 		$907K Sell
11,583
-4,268
-27% -$299K 0.57% 57
2021
Q4 		$1.11M Buy
+15,851
New +$1.09M 0.75% 46

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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

VELA Investment Management's SWX Position: Q3 2023 in Review

VELA Investment Management sold out of Southwest Gas (SWX) in Q3 2023, closing a stake of 10,291 shares — an estimated $655K sold.

VELA Investment Management first reported a position in SWX in Q4 2021 and held it in 7 quarters. The position peaked at $1.32M in Q1 2023. 278 funds tracked by Wall St. Rank hold SWX as of Q3 2023.

  • VELA Investment Management reported no remaining Southwest Gas position as of Q3 2023 after selling out during the quarter.
  • VELA Investment Management sold 10,291 Southwest Gas shares in Q3 2023, an estimated $655K.
  • VELA Investment Management first reported a position in Southwest Gas in Q4 2021 and held it in 7 quarters.
  • VELA Investment Management's Southwest Gas position peaked at $1.32M in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2023.

Based on VELA Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.