Mercer Global Advisors
SWN

Mercer Global Advisors’s Southwestern Energy Company SWN Stock Holding History

Mercer Global Advisors’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
2024
Q3 		– Sell
-62,262
Closed -$419K – 2066
2024
Q2 		$419K Sell
62,262
-357
-0.6% -$2.61K ﹤0.01% 1395
2024
Q1 		$475K Buy
62,619
+36,599
+141% +$248K ﹤0.01% 1313
2023
Q4 		$170K Buy
26,020
+6,950
+36% +$46.4K ﹤0.01% 1863
2023
Q3 		$123K Sell
19,070
-170
-0.9% -$1.08K ﹤0.01% 1828
2023
Q2 		$116K Buy
19,240
+855
+5% +$4.41K ﹤0.01% 1817
2023
Q1 		$92K Buy
18,385
+2,101
+13% +$11.1K ﹤0.01% 1837
2022
Q4 		$95K Sell
16,284
-1,228
-7% -$8.07K ﹤0.01% 1827
2022
Q3 		$107K Buy
17,512
+1,994
+13% +$13.8K ﹤0.01% 1712
2022
Q2 		$97K Sell
15,518
-736
-5% -$5.69K ﹤0.01% 1727
2022
Q1 		$117K Sell
16,254
-452
-3% -$2.28K ﹤0.01% 1785
2021
Q4 		$78K Sell
16,706
-2,559
-13% -$12.7K ﹤0.01% 1734
2021
Q3 		$107K Buy
19,265
+5,170
+37% +$25.2K ﹤0.01% 1679
2021
Q2 		$80K Sell
14,095
-3,786
-21% -$18.6K ﹤0.01% 1632
2021
Q1 		$83K Buy
17,881
+1,342
+8% +$5.42K ﹤0.01% 1564
2020
Q4 		$49K Sell
16,539
-17,675
-52% -$52.1K ﹤0.01% 1323
2020
Q3 		$80K Buy
+34,214
New +$91K ﹤0.01% 1187
2020
Q2 		– Sell
-105,767
Closed -$179K – 1194
2020
Q1 		$179K Buy
105,767
+23,232
+28% +$40.3K ﹤0.01% 958
2019
Q4 		$200K Buy
82,535
+9,738
+13% +$20.1K ﹤0.01% 1087
2019
Q3 		$140K Buy
72,797
+3,622
+5% +$7.77K ﹤0.01% 1058
2019
Q2 		$219K Sell
69,175
-2,998
-4% -$11.6K 0.01% 1011
2019
Q1 		$338K Buy
+72,173
New +$312K 0.01% 778

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mercer Global Advisors's SWN Position: Q3 2024 in Review

Mercer Global Advisors sold out of Southwestern Energy Company (SWN) in Q3 2024, closing a stake of 62,262 shares — an estimated $419K sold.

Mercer Global Advisors first reported a position in SWN in Q1 2019 and held it in 21 quarters. The position peaked at $475K in Q1 2024. 456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.

  • Mercer Global Advisors reported no remaining Southwestern Energy Company position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 62,262 Southwestern Energy Company shares in Q3 2024, an estimated $419K.
  • Mercer Global Advisors first reported a position in Southwestern Energy Company in Q1 2019 and held it in 21 quarters.
  • Mercer Global Advisors's Southwestern Energy Company position peaked at $475K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.