MA
SWN

Mudita Advisors’s Southwestern Energy Company SWN Stock Holding History

Mudita 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
Q2 		– Sell
-378,200
Closed -$2.87M – 19
2024
Q1 		$2.87M Sell
378,200
-75,900
-17% -$515K 1.71% 14
2023
Q4 		$2.97M Buy
454,100
+36,600
+9% +$244K 2.06% 15
2023
Q3 		$2.69M Buy
417,500
+197,400
+90% +$1.26M 1.97% 16
2023
Q2 		$1.32M Hold
220,100
– – 1.01% 17
2023
Q1 		$1.1M Sell
220,100
-213,600
-49% -$1.13M 0.99% 16
2022
Q4 		$2.54M Buy
433,700
+88,000
+25% +$578K 2.21% 13
2022
Q3 		$2.12M Buy
+345,700
New +$2.39M 1.96% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Mudita Advisors's SWN Position: Q2 2024 in Review

Mudita Advisors sold out of Southwestern Energy Company (SWN) in Q2 2024, closing a stake of 378,200 shares — an estimated $2.87M sold.

Mudita Advisors first reported a position in SWN in Q3 2022 and held it in 7 quarters. The position peaked at $2.97M in Q4 2023. 483 funds tracked by Wall St. Rank hold SWN as of Q2 2024.

  • Mudita Advisors reported no remaining Southwestern Energy Company position as of Q2 2024 after selling out during the quarter.
  • Mudita Advisors sold 378,200 Southwestern Energy Company shares in Q2 2024, an estimated $2.87M.
  • Mudita Advisors first reported a position in Southwestern Energy Company in Q3 2022 and held it in 7 quarters.
  • Mudita Advisors's Southwestern Energy Company position peaked at $2.97M in Q4 2023.
  • 483 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2024.

Based on Mudita Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.