Mackenzie Financial
SWN

Mackenzie Financial’s Southwestern Energy Company SWN Stock Holding History

Mackenzie Financial’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
-2,803,943
Closed -$17.1M – 1601
2023
Q3 		$17.1M Buy
2,803,943
+2,780,760
+11,995% +$17.7M 0.03% 345
2023
Q2 		$140K Buy
+23,183
New +$120K ﹤0.01% 1381
2019
Q3 		– Sell
-704,035
Closed -$2.23M – 1116
2019
Q2 		$2.23M Sell
704,035
-20,200
-3% -$78.4K 0.01% 607
2019
Q1 		$3.4M Sell
724,235
-22,200
-3% -$95.9K 0.01% 642
2018
Q4 		$2.54M Sell
746,435
-499,133
-40% -$2.45M 0.01% 662
2018
Q3 		$6.37M Buy
+1,245,568
New +$6.6M 0.02% 439
2015
Q2 		– Sell
-83,817
Closed -$1.94M – 854
2015
Q1 		$1.94M Sell
83,817
-8,610
-9% -$214K 0.01% 435
2014
Q4 		$2.52M Buy
92,427
+2,226
+2% +$71.5K 0.01% 396
2014
Q3 		$3.15M Buy
90,201
+13,326
+17% +$533K 0.02% 346
2014
Q2 		$3.5M Sell
76,875
-10,293
-12% -$477K 0.02% 354
2014
Q1 		$4.01M Buy
87,168
+2,267
+3% +$95.1K 0.02% 334
2013
Q4 		$3.34M Buy
84,901
+383
+0.5% +$14.4K 0.02% 339
2013
Q3 		$3.08M Buy
84,518
+28,530
+51% +$1.08M 0.02% 346
2013
Q2 		$2.04M Buy
+55,988
New +$2.08M 0.01% 390

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 $3.37T AUM 44.26% 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

Mackenzie Financial's SWN Position: Q4 2023 in Review

Mackenzie Financial sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 2,803,943 shares — an estimated $17.1M sold.

Mackenzie Financial first reported a position in SWN in Q2 2013 and held it in 14 quarters. The position peaked at $17.1M in Q3 2023. 475 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • Mackenzie Financial reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 2,803,943 Southwestern Energy Company shares in Q4 2023, an estimated $17.1M.
  • Mackenzie Financial first reported a position in Southwestern Energy Company in Q2 2013 and held it in 14 quarters.
  • Mackenzie Financial's Southwestern Energy Company position peaked at $17.1M in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.