Jupiter Asset Management’s Southwestern Energy Company SWN Stock Holding History

Jupiter 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 Q1	–	Sell	-235,776	Closed	-$1.38M	–	518
2022 Q4	$1.38M	Buy	235,776 +148,877	+171%	+$979K	0.02%	352
2022 Q3	$532K	Buy	+86,899	New	+$601K	0.01%	432
2013 Q4	–	Sell	-14,000	Closed	-$509K	–	212
2013 Q3	$509K	Hold	14,000	–	–	0.02%	181
2013 Q2	$511K	Buy	+14,000	New	+$520K	0.02%	187

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KGI

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

Jupiter Asset Management's SWN Position: Q1 2023 in Review

Jupiter Asset Management sold out of Southwestern Energy Company (SWN) in Q1 2023, closing a stake of 235,776 shares — an estimated $1.38M sold.

Jupiter Asset Management first reported a position in SWN in Q2 2013 and held it in 4 quarters. The position peaked at $1.38M in Q4 2022. 451 funds tracked by Wall St. Rank hold SWN as of Q1 2023.

Jupiter Asset Management reported no remaining Southwestern Energy Company position as of Q1 2023 after selling out during the quarter.
Jupiter Asset Management sold 235,776 Southwestern Energy Company shares in Q1 2023, an estimated $1.38M.
Jupiter Asset Management first reported a position in Southwestern Energy Company in Q2 2013 and held it in 4 quarters.
Jupiter Asset Management's Southwestern Energy Company position peaked at $1.38M in Q4 2022.
451 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.