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Jefferies Financial Group’s Southwestern Energy Company SWN Stock Holding History

Jefferies Financial Group’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
Q4 		– Sell
-298,263
Closed -$1.92M – 2073
2023
Q3 		$1.92M Buy
+298,263
New +$1.9M 0.02% 636
2023
Q2 		– Sell
-131,820
Closed -$659K – 2086
2023
Q1 		$659K Sell
131,820
-421,582
-76% -$2.24M 0.01% 1016
2022
Q4 		$3.24M Buy
+553,402
New +$3.64M 0.02% 499

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's SWN Position: Q4 2023 in Review

Jefferies Financial Group sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 298,263 shares — an estimated $1.92M sold.

Jefferies Financial Group first reported a position in SWN in Q4 2022 and held it in 3 quarters. The position peaked at $3.24M in Q4 2022. 475 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • Jefferies Financial Group reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 298,263 Southwestern Energy Company shares in Q4 2023, an estimated $1.92M.
  • Jefferies Financial Group first reported a position in Southwestern Energy Company in Q4 2022 and held it in 3 quarters.
  • Jefferies Financial Group's Southwestern Energy Company position peaked at $3.24M in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.