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ZIM
Zacks Investment Management’s
Southwest Gas
SWX
Stock Holding History
Zacks Investment Management’s Portfolio
SWX Stock Details
SWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-3,725
Closed
-$298K
–
808
2025
Q4
$298K
Buy
+3,725
New
+$298K
﹤0.01%
589
2021
Q1
–
Sell
-4,959
Closed
-$301K
–
579
2020
Q4
$301K
Sell
4,959
-180
-4%
-$11.9K
0.01%
466
2020
Q3
$324K
Sell
5,139
-1,329
-21%
-$88.8K
0.01%
450
2020
Q2
$447K
Buy
+6,468
New
+$471K
0.01%
399
2018
Q4
–
Sell
-3,056
Closed
-$242K
–
582
2018
Q3
$242K
Buy
+3,056
New
+$241K
0.01%
481
2016
Q1
–
Sell
-40,730
Closed
-$2.25M
–
683
2015
Q4
$2.25M
Buy
+40,730
New
+$2.32M
0.07%
186
2014
Q3
–
Sell
-14,255
Closed
-$753K
–
747
2014
Q2
$753K
Sell
14,255
-1,500
-10%
-$79.5K
0.03%
318
2014
Q1
$842K
Buy
15,755
+3,509
+29%
+$188K
0.03%
287
2013
Q4
$685K
Buy
12,246
+3,258
+36%
+$172K
0.03%
309
2013
Q3
$449K
Buy
8,988
+3,988
+80%
+$193K
0.02%
375
2013
Q2
$234K
Buy
+5,000
New
+$244K
0.01%
539
Other funds holding SWX
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CM
Corvex Management
New York
$2.52B AUM
25.53%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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