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

McCarthy 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
2022 Q2	–	Sell	-1,150	Closed	-$8K	–	319
2022 Q1	$8K	Buy	1,150 +300	+35%	+$1.51K	0.01%	180
2021 Q4	$4K	Hold	850	–	–	﹤0.01%	220
2021 Q3	$5K	Hold	850	–	–	﹤0.01%	204
2021 Q2	$5K	Hold	850	–	–	﹤0.01%	254
2021 Q1	$4K	Hold	850	–	–	﹤0.01%	241
2020 Q4	$3K	Buy	+850	New	+$2.5K	﹤0.01%	247

Other funds holding SWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

McCarthy Asset Management's SWN Position: Q2 2022 in Review

McCarthy Asset Management sold out of Southwestern Energy Company (SWN) in Q2 2022, closing a stake of 1,150 shares — an estimated $8K sold.

McCarthy Asset Management first reported a position in SWN in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 433 funds tracked by Wall St. Rank hold SWN as of Q2 2022.

McCarthy Asset Management reported no remaining Southwestern Energy Company position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,150 Southwestern Energy Company shares in Q2 2022, an estimated $8K.
McCarthy Asset Management first reported a position in Southwestern Energy Company in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Southwestern Energy Company position peaked at $8K in Q1 2022.
433 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.