SWX SOUTHWEST GAS HOLDINGS INC

Ownership history in BAILARD, INC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in SOUTHWEST GAS HOLDINGS INC (SWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2020 Q1)
Avg. % of fund
0.01%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,000 +700 +16.3% 0.01% $392K $77.19
2025 Q2 REDUCED 4,300 -4,900 -53.3% 0.01% $320K $72.73
2025 Q1 ADDED 9,200 +600 +7.0% 0.02% $661K $69.56
2024 Q4 ADDED 8,600 +2,600 +43.3% 0.02% $608K $67.96
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% of Fund (quarterly)    SWX price (monthly, adj. close)
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