BC
SWN

Bartlett & Co’s Southwestern Energy Company SWN Stock Holding History

Bartlett & Co’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
Q4 		$66K Buy
+10,000
New +$66.8K ﹤0.01% 650

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bartlett & Co's SWN Position: Q4 2023 in Review

Bartlett & Co opened a new position in Southwestern Energy Company (SWN) in Q4 2023: 10,000 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

476 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • Bartlett & Co held 10,000 shares of Southwestern Energy Company worth $66K as of Q4 2023.
  • Southwestern Energy Company was a new Bartlett & Co position in Q4 2023.
  • Southwestern Energy Company made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #650 holding.
  • 476 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.