Navellier & Associates’s Southwestern Energy Company SWN Stock Holding History

Navellier & 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
2023 Q2	–	Sell	-69,878	Closed	-$349K	–	310
2023 Q1	$349K	Sell	69,878 -7,485	-10%	-$39.7K	0.07%	208
2022 Q4	$453K	Buy	77,363 +3,713	+5%	+$24.4K	0.09%	178
2022 Q3	$451K	Buy	+73,650	New	+$509K	0.1%	168
2014 Q2	–	Sell	-10,600	Closed	-$488K	–	360
2014 Q1	$488K	Buy	10,600 +600	+6%	+$25.2K	0.02%	183
2013 Q4	$393K	Buy	10,000 +500	+5%	+$18.8K	0.02%	222
2013 Q3	$346K	Buy	9,500 +600	+7%	+$22.8K	0.01%	225
2013 Q2	$325K	Buy	+8,900	New	+$331K	0.02%	201

Other funds holding SWN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Navellier & Associates's SWN Position: Q2 2023 in Review

Navellier & Associates sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 69,878 shares — an estimated $349K sold.

Navellier & Associates first reported a position in SWN in Q2 2013 and held it in 7 quarters. The position peaked at $488K in Q1 2014. 441 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

Navellier & Associates reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
Navellier & Associates sold 69,878 Southwestern Energy Company shares in Q2 2023, an estimated $349K.
Navellier & Associates first reported a position in Southwestern Energy Company in Q2 2013 and held it in 7 quarters.
Navellier & Associates's Southwestern Energy Company position peaked at $488K in Q1 2014.
441 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Navellier & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.