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Webster Bank’s Southwest Gas SWX Stock Holding History

Webster Bank’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
-3,306
Closed -$209K – 644
2023
Q4 		$209K Hold
3,306
– – 0.03% 206
2023
Q3 		$200K Hold
3,306
– – 0.03% 193
2023
Q2 		$210K Hold
3,306
– – 0.03% 192
2023
Q1 		$206K Buy
+3,306
New +$211K 0.03% 204

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Webster Bank's SWX Position: Q1 2024 in Review

Webster Bank sold out of Southwest Gas (SWX) in Q1 2024, closing a stake of 3,306 shares — an estimated $209K sold.

Webster Bank first reported a position in SWX in Q1 2023 and held it in 4 quarters. The position peaked at $210K in Q2 2023. 285 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

  • Webster Bank reported no remaining Southwest Gas position as of Q1 2024 after selling out during the quarter.
  • Webster Bank sold 3,306 Southwest Gas shares in Q1 2024, an estimated $209K.
  • Webster Bank first reported a position in Southwest Gas in Q1 2023 and held it in 4 quarters.
  • Webster Bank's Southwest Gas position peaked at $210K in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on Webster Bank's 13F filing for Q1 2024, filed 16 Apr 2024.