Abacus Planning Group’s Southwestern Energy Company SWN Stock Holding History

Abacus Planning Group’s Portfolio SWN Stock Details SWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,938	Closed	-$54.7K	–	204
2023 Q1	$54.7K	Buy	+10,938	New	+$58K	0.01%	185
2019 Q3	–	Sell	-36,649	Closed	-$116K	–	189
2019 Q2	$116K	Buy	+36,649	New	+$142K	0.07%	154
2018 Q4	–	Sell	-11,796	Closed	-$60K	–	155
2018 Q3	$60K	Buy	+11,796	New	+$62.5K	0.04%	144

Other funds holding SWN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abacus Planning Group's SWN Position: Q2 2023 in Review

Abacus Planning Group sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 10,938 shares — an estimated $54.7K sold.

Abacus Planning Group first reported a position in SWN in Q3 2018 and held it in 3 quarters. The position peaked at $116K in Q2 2019. 442 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

Abacus Planning Group reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
Abacus Planning Group sold 10,938 Southwestern Energy Company shares in Q2 2023, an estimated $54.7K.
Abacus Planning Group first reported a position in Southwestern Energy Company in Q3 2018 and held it in 3 quarters.
Abacus Planning Group's Southwestern Energy Company position peaked at $116K in Q2 2019.
442 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Abacus Planning Group's 13F filing for Q2 2023, filed 7 Jul 2023.