IAIM
SWN

Industrial Alliance Investment Management’s Southwestern Energy Company SWN Stock Holding History

Industrial Alliance 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
2023
Q3 		– Sell
-5,810
Closed -$35K – 170
2023
Q2 		$35K Hold
5,810
– – 0.02% 149
2023
Q1 		$29K Hold
5,810
– – ﹤0.01% 514
2022
Q4 		$34K Buy
+5,810
New +$38.2K ﹤0.01% 425

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Industrial Alliance Investment Management's SWN Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Southwestern Energy Company (SWN) in Q3 2023, closing a stake of 5,810 shares — an estimated $35K sold.

Industrial Alliance Investment Management first reported a position in SWN in Q4 2022 and held it in 3 quarters. The position peaked at $35K in Q2 2023. 464 funds tracked by Wall St. Rank hold SWN as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Southwestern Energy Company position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,810 Southwestern Energy Company shares in Q3 2023, an estimated $35K.
  • Industrial Alliance Investment Management first reported a position in Southwestern Energy Company in Q4 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Southwestern Energy Company position peaked at $35K in Q2 2023.
  • 464 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.