HIM
SWN

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

Hillsdale 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
2021
Q4 		– Sell
-188,100
Closed -$1.04M – 635
2021
Q3 		$1.04M Sell
188,100
-10,000
-5% -$48.8K 0.08% 225
2021
Q2 		$1.12M Buy
+198,100
New +$974K 0.09% 210
2014
Q4 		– Sell
-1,700
Closed -$59K – 599
2014
Q3 		$59K Hold
1,700
– – 0.02% 431
2014
Q2 		$77K Buy
+1,700
New +$78.8K 0.02% 418

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 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

Hillsdale Investment Management's SWN Position: Q4 2021 in Review

Hillsdale Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2021, closing a stake of 188,100 shares — an estimated $1.04M sold.

Hillsdale Investment Management first reported a position in SWN in Q2 2014 and held it in 4 quarters. The position peaked at $1.12M in Q2 2021. 339 funds tracked by Wall St. Rank hold SWN as of Q4 2021.

  • Hillsdale Investment Management reported no remaining Southwestern Energy Company position as of Q4 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 188,100 Southwestern Energy Company shares in Q4 2021, an estimated $1.04M.
  • Hillsdale Investment Management first reported a position in Southwestern Energy Company in Q2 2014 and held it in 4 quarters.
  • Hillsdale Investment Management's Southwestern Energy Company position peaked at $1.12M in Q2 2021.
  • 339 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2021.

Based on Hillsdale Investment Management's 13F filing for Q4 2021, filed 7 Feb 2022.