AG
SWN

Aperio Group’s Southwestern Energy Company SWN Stock Holding History

Aperio 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
2020
Q4 		$2.65M Buy
888,994
+960
+0.1% +$2.83K 0.01% 1104
2020
Q3 		$2.09M Sell
888,034
-100,585
-10% -$267K 0.01% 1098
2020
Q2 		$2.53M Sell
988,619
-95,835
-9% -$273K 0.01% 1002
2020
Q1 		$1.83M Sell
1,084,454
-237,426
-18% -$412K 0.01% 1056
2019
Q4 		$3.2M Buy
1,321,880
+61,106
+5% +$126K 0.01% 890
2019
Q3 		$2.43M Sell
1,260,774
-251,882
-17% -$540K 0.01% 971
2019
Q2 		$4.78M Buy
1,512,656
+966,103
+177% +$3.75M 0.02% 728
2019
Q1 		$2.56M Sell
546,553
-187,169
-26% -$809K 0.01% 936
2018
Q4 		$2.5M Buy
733,722
+213,328
+41% +$1.05M 0.01% 887
2018
Q3 		$2.66M Buy
520,394
+6,625
+1% +$35.1K 0.01% 906
2018
Q2 		$2.72M Buy
513,769
+260,402
+103% +$1.21M 0.01% 876
2018
Q1 		$1.1M Buy
253,367
+117,595
+87% +$528K 0.01% 1261
2017
Q4 		$758K Sell
135,772
-5,708
-4% -$33.2K ﹤0.01% 1481
2017
Q3 		$864K Sell
141,480
-52,732
-27% -$299K ﹤0.01% 1355
2017
Q2 		$1.18M Sell
194,212
-42,536
-18% -$294K 0.01% 1152
2017
Q1 		$1.93M Sell
236,748
-26,579
-10% -$230K 0.01% 883
2016
Q4 		$2.85M Sell
263,327
-39,233
-13% -$449K 0.02% 697
2016
Q3 		$4.19M Sell
302,560
-2,786
-0.9% -$38.6K 0.03% 589
2016
Q2 		$3.84M Buy
305,346
+2,824
+0.9% +$34.2K 0.03% 598
2016
Q1 		$2.44M Buy
302,522
+49,973
+20% +$383K 0.02% 706
2015
Q4 		$1.8M Buy
252,549
+132,810
+111% +$1.3M 0.02% 790
2015
Q3 		$1.52M Buy
119,739
+28,406
+31% +$493K 0.02% 823
2015
Q2 		$2.08M Buy
91,333
+33,239
+57% +$853K 0.02% 694
2015
Q1 		$1.35M Sell
58,094
-17,911
-24% -$445K 0.02% 835
2014
Q4 		$2.07M Buy
76,005
+16,881
+29% +$542K 0.03% 629
2014
Q3 		$2.07M Sell
59,124
-4,536
-7% -$181K 0.03% 605
2014
Q2 		$2.9M Sell
63,660
-253
-0.4% -$11.7K 0.04% 490
2014
Q1 		$2.94M Buy
+63,913
New +$2.68M 0.04% 572
2013
Q4 		– Sell
-47,515
Closed -$1.78M – 641
2013
Q3 		$1.73M Buy
47,515
+4,973
+12% +$189K 0.03% 637
2013
Q2 		$1.55M Buy
+42,542
New +$1.58M 0.04% 591

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Aperio Group's SWN Position: Q4 2020 in Review

Aperio Group increased its Southwestern Energy Company (SWN) stake by 0.11% in Q4 2020, buying an estimated $2.83K and bringing the position to 888,994 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #1104.

Aperio Group first reported a position in SWN in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.78M in Q2 2019. 301 funds tracked by Wall St. Rank hold SWN as of Q4 2020.

  • Aperio Group held 888,994 shares of Southwestern Energy Company worth $2.65M as of Q4 2020.
  • Aperio Group bought 960 Southwestern Energy Company shares in Q4 2020, an estimated $2.83K.
  • Southwestern Energy Company made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1104 holding.
  • Aperio Group first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Southwestern Energy Company position peaked at $4.78M in Q2 2019.
  • 301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.