Freedom Investment Management’s Southwestern Energy Company SWN Stock Holding History

Freedom Investment 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
2024 Q1	–	Sell	-13,017	Closed	-$85.3K	–	845
2023 Q4	$85.3K	Sell	13,017 -3,170	-20%	-$21.2K	0.01%	732
2023 Q3	$104K	Sell	16,187 -516	-3%	-$3.29K	0.01%	648
2023 Q2	$100K	Buy	+16,703	New	+$86.1K	0.01%	674
2022 Q4	–	Sell	-14,826	Closed	-$90.7K	–	804
2022 Q3	$90.7K	Buy	+14,826	New	+$103K	0.01%	696
2020 Q1	–	Sell	-30,147	Closed	-$73K	–	727
2019 Q4	$73K	Sell	30,147 -15,370	-34%	-$31.8K	0.01%	652
2019 Q3	$88K	Buy	45,517 +17,570	+63%	+$37.7K	0.01%	668
2019 Q2	$88K	Buy	27,947 +1,688	+6%	+$6.55K	0.01%	668
2019 Q1	$123K	Buy	+26,259	New	+$113K	0.01%	656
2017 Q4	–	Sell	-532,046	Closed	-$3.25M	–	1189
2017 Q3	$3.25M	Sell	532,046 -25,945	-5%	-$147K	0.18%	67
2017 Q2	$3.39M	Buy	+557,991	New	+$3.85M	0.19%	59

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

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

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

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

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

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 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

Freedom Investment Management's SWN Position: Q1 2024 in Review

Freedom Investment Management sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 13,017 shares — an estimated $85.3K sold.

Freedom Investment Management first reported a position in SWN in Q2 2017 and held it in 10 quarters. The position peaked at $3.39M in Q2 2017. 479 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

Freedom Investment Management reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
Freedom Investment Management sold 13,017 Southwestern Energy Company shares in Q1 2024, an estimated $85.3K.
Freedom Investment Management first reported a position in Southwestern Energy Company in Q2 2017 and held it in 10 quarters.
Freedom Investment Management's Southwestern Energy Company position peaked at $3.39M in Q2 2017.
479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.