Sageworth Trust Company of South Dakota’s Southwestern Energy Company SWN Stock Holding History

Sageworth Trust Company of South Dakota’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	-1,000	Closed	-$5K	–	225
2023 Q1	$5K	Sell	1,000 -639	-39%	-$3.39K	0.01%	144
2022 Q4	$10K	Hold	1,639	–	–	0.02%	111
2022 Q3	$10K	Sell	1,639 -454	-22%	-$3.14K	0.02%	100
2022 Q2	$13K	Buy	2,093 +361	+21%	+$2.79K	0.03%	121
2022 Q1	$12K	Sell	1,732 -745	-30%	-$3.75K	0.02%	178
2021 Q4	$12K	Buy	+2,477	New	+$12.3K	0.02%	339

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 $865B AUM 30.76% 1-Year Est. Return

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

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

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

DGI

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Sageworth Trust Company of South Dakota's SWN Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 1,000 shares — an estimated $5K sold.

Sageworth Trust Company of South Dakota first reported a position in SWN in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2022. 442 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 1,000 Southwestern Energy Company shares in Q2 2023, an estimated $5K.
Sageworth Trust Company of South Dakota first reported a position in Southwestern Energy Company in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Southwestern Energy Company position peaked at $13K in Q2 2022.
442 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.