Institutional & Family Asset Management’s Southwestern Energy Company SWN Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-4,000	Closed	-$20K	–	798
2023 Q1	$20K	Buy	+4,000	New	+$21.2K	﹤0.01%	311
2018 Q3	–	Sell	-200	Closed	-$1K	–	882
2018 Q2	$1K	Hold	200	–	–	﹤0.01%	824
2018 Q1	$1K	Buy	+200	New	+$898	﹤0.01%	823

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

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

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

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Institutional & Family Asset Management's SWN Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 4,000 shares — an estimated $20K sold.

Institutional & Family Asset Management first reported a position in SWN in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q1 2023. 442 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

Institutional & Family Asset Management reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 4,000 Southwestern Energy Company shares in Q2 2023, an estimated $20K.
Institutional & Family Asset Management first reported a position in Southwestern Energy Company in Q1 2018 and held it in 3 quarters.
Institutional & Family Asset Management's Southwestern Energy Company position peaked at $20K in Q1 2023.
442 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.