Zurich Insurance Group’s Southwest Gas SWX Stock Holding History

Zurich Insurance Group’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
2020 Q4	–	Sell	-34,500	Closed	-$2.18M	–	230
2020 Q3	$2.18M	Hold	34,500	–	–	0.04%	96
2020 Q2	$2.38M	Buy	+34,500	New	+$2.51M	0.04%	89
2019 Q2	–	Sell	-11,600	Closed	-$954K	–	478
2019 Q1	$954K	Hold	11,600	–	–	0.02%	339
2018 Q4	$887K	Hold	11,600	–	–	0.02%	315
2018 Q3	$917K	Sell	11,600 -14,500	-56%	-$1.15M	0.02%	386
2018 Q2	$1.99M	Hold	26,100	–	–	0.05%	328
2018 Q1	$1.76M	Hold	26,100	–	–	0.04%	385
2017 Q4	$2.1M	Hold	26,100	–	–	0.05%	418
2017 Q3	$2.03M	Hold	26,100	–	–	0.06%	368
2017 Q2	$1.91M	Hold	26,100	–	–	0.05%	404
2017 Q1	$2.16M	Hold	26,100	–	–	0.06%	333
2016 Q4	$2M	Hold	26,100	–	–	0.06%	321
2016 Q3	$1.82M	Hold	26,100	–	–	0.06%	311
2016 Q2	$2.05M	Hold	26,100	–	–	0.07%	264
2016 Q1	$1.72M	Hold	26,100	–	–	0.06%	279
2015 Q4	$1.44M	Hold	26,100	–	–	0.05%	250
2015 Q3	$1.52M	Buy	+26,100	New	+$1.44M	0.06%	178

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Zurich Insurance Group's SWX Position: Q4 2020 in Review

Zurich Insurance Group sold out of Southwest Gas (SWX) in Q4 2020, closing a stake of 34,500 shares — an estimated $2.18M sold.

Zurich Insurance Group first reported a position in SWX in Q3 2015 and held it in 17 quarters. The position peaked at $2.38M in Q2 2020. 285 funds tracked by Wall St. Rank hold SWX as of Q4 2020.

Zurich Insurance Group reported no remaining Southwest Gas position as of Q4 2020 after selling out during the quarter.
Zurich Insurance Group sold 34,500 Southwest Gas shares in Q4 2020, an estimated $2.18M.
Zurich Insurance Group first reported a position in Southwest Gas in Q3 2015 and held it in 17 quarters.
Zurich Insurance Group's Southwest Gas position peaked at $2.38M in Q2 2020.
285 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2020.

Based on Zurich Insurance Group's 13F filing for Q4 2020, filed 16 Feb 2021.