IIM
SWN

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

Ironwood 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
Q4 		– Sell
-23,575
Closed -$168K – 180
2024
Q3 		$168K Hold
23,575
– – 0.08% 155
2024
Q2 		$159K Hold
23,575
– – 0.08% 149
2024
Q1 		$179K Hold
23,575
– – 0.09% 156
2023
Q4 		$154K Hold
23,575
– – 0.08% 153
2023
Q3 		$152K Hold
23,575
– – 0.09% 149
2023
Q2 		$142K Hold
23,575
– – 0.08% 155
2023
Q1 		$118K Hold
23,575
– – 0.07% 155
2022
Q4 		$138K Sell
23,575
-4,480
-16% -$29.5K 0.09% 154
2022
Q3 		$172K Hold
28,055
– – 0.12% 148
2022
Q2 		$175K Hold
28,055
– – 0.12% 152
2022
Q1 		$201K Sell
28,055
-14,792
-35% -$74.5K 0.11% 162
2021
Q4 		$200K Hold
42,847
– – 0.1% 169
2021
Q3 		$237K Sell
42,847
-31,615
-42% -$154K 0.12% 160
2021
Q2 		$422K Hold
74,462
– – 0.21% 130
2021
Q1 		$346K Buy
74,462
+19,681
+36% +$79.5K 0.18% 139
2020
Q4 		$163K Hold
54,781
– – 0.1% 159
2020
Q3 		$129K Hold
54,781
– – 0.09% 152
2020
Q2 		$140K Sell
54,781
-57,052
-51% -$163K 0.11% 146
2020
Q1 		$189K Buy
111,833
+7,133
+7% +$12.4K 0.19% 134
2019
Q4 		$253K Hold
104,700
– – 0.17% 130
2019
Q3 		$202K Buy
104,700
+52,778
+102% +$113K 0.15% 135
2019
Q2 		$164K Sell
51,922
-4,319
-8% -$16.8K 0.13% 141
2019
Q1 		$264K Sell
56,241
-63,616
-53% -$275K 0.21% 133
2018
Q4 		$409K Sell
119,857
-18,403
-13% -$90.5K 0.38% 102
2018
Q3 		$707K Sell
138,260
-7,632
-5% -$40.5K 0.49% 75
2018
Q2 		$773K Sell
145,892
-4,348
-3% -$20.1K 0.55% 65
2018
Q1 		$651K Buy
+150,240
New +$675K 0.48% 81

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Ironwood Investment Management's SWN Position: Q4 2024 in Review

Ironwood Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 23,575 shares — an estimated $168K sold.

Ironwood Investment Management first reported a position in SWN in Q1 2018 and held it in 27 quarters. The position peaked at $773K in Q2 2018. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Ironwood Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Ironwood Investment Management sold 23,575 Southwestern Energy Company shares in Q4 2024, an estimated $168K.
  • Ironwood Investment Management first reported a position in Southwestern Energy Company in Q1 2018 and held it in 27 quarters.
  • Ironwood Investment Management's Southwestern Energy Company position peaked at $773K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Ironwood Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.