MSA
SWN

Marino Stram & Associates’s Southwestern Energy Company SWN Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-45,144
Closed -$256K – 303
2021
Q2 		$256K Buy
+45,144
New +$222K 0.07% 228

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marino Stram & Associates's SWN Position: Q3 2021 in Review

Marino Stram & Associates sold out of Southwestern Energy Company (SWN) in Q3 2021, closing a stake of 45,144 shares — an estimated $256K sold.

Marino Stram & Associates first reported a position in SWN in Q2 2021 and held it in 1 quarter. The position peaked at $256K in Q2 2021. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

  • Marino Stram & Associates reported no remaining Southwestern Energy Company position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 45,144 Southwestern Energy Company shares in Q3 2021, an estimated $256K.
  • Marino Stram & Associates first reported a position in Southwestern Energy Company in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Southwestern Energy Company position peaked at $256K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.