AIC
SWN

Anthracite Investment Company’s Southwestern Energy Company SWN Stock Holding History

Anthracite Investment Company’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
2024
Q1 		– Sell
-50,000
Closed -$328K – 121
2023
Q4 		$328K Buy
+50,000
New +$334K 0.18% 75

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Anthracite Investment Company's SWN Position: Q1 2024 in Review

Anthracite Investment Company sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 50,000 shares — an estimated $328K sold.

Anthracite Investment Company first reported a position in SWN in Q4 2023 and held it in 1 quarter. The position peaked at $328K in Q4 2023. 479 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

  • Anthracite Investment Company reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
  • Anthracite Investment Company sold 50,000 Southwestern Energy Company shares in Q1 2024, an estimated $328K.
  • Anthracite Investment Company first reported a position in Southwestern Energy Company in Q4 2023 and held it in 1 quarter.
  • Anthracite Investment Company's Southwestern Energy Company position peaked at $328K in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Anthracite Investment Company's 13F filing for Q1 2024, filed 9 May 2024.