Echo Street Capital Management’s Southwestern Energy Company SWN Stock Holding History

Echo Street Capital Management’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	–	Sell	-16,873	Closed	-$109K	–	446
2023 Q3	$109K	Buy	+16,873	New	+$108K	﹤0.01%	449
2023 Q2	–	Sell	-29,179	Closed	-$146K	–	635
2023 Q1	$146K	Sell	29,179 -46,220	-61%	-$245K	﹤0.01%	471
2022 Q4	$441K	Buy	75,399 +31,802	+73%	+$209K	﹤0.01%	313
2022 Q3	$267K	Buy	+43,597	New	+$301K	﹤0.01%	431
2021 Q2	–	Sell	-11,050	Closed	-$51K	–	719
2021 Q1	$51K	Buy	+11,050	New	+$44.6K	﹤0.01%	497
2020 Q3	–	Sell	-261,130	Closed	-$668K	–	388
2020 Q2	$668K	Buy	+261,130	New	+$745K	0.01%	317

Other funds holding SWN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Echo Street Capital Management's SWN Position: Q4 2023 in Review

Echo Street Capital Management sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 16,873 shares — an estimated $109K sold.

Echo Street Capital Management first reported a position in SWN in Q2 2020 and held it in 6 quarters. The position peaked at $668K in Q2 2020. 476 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

Echo Street Capital Management reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 16,873 Southwestern Energy Company shares in Q4 2023, an estimated $109K.
Echo Street Capital Management first reported a position in Southwestern Energy Company in Q2 2020 and held it in 6 quarters.
Echo Street Capital Management's Southwestern Energy Company position peaked at $668K in Q2 2020.
476 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.