Sageworth Trust’s Southwestern Energy Company SWN Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-746	Closed	-$3K	–	814
2021 Q4	$3K	Sell	746 -2,484	-77%	-$12.4K	﹤0.01%	557
2021 Q3	$18K	Hold	3,230	–	–	﹤0.01%	395
2021 Q2	$18K	Buy	+3,230	New	+$15.9K	﹤0.01%	428

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

RPM

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

YEPX

Yorktown Energy Partners X New York $69.5M AUM 143.07% 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

YEPX

Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's SWN Position: Q1 2022 in Review

Sageworth Trust sold out of Southwestern Energy Company (SWN) in Q1 2022, closing a stake of 746 shares — an estimated $3K sold.

Sageworth Trust first reported a position in SWN in Q2 2021 and held it in 3 quarters. The position peaked at $18K in Q3 2021. 383 funds tracked by Wall St. Rank hold SWN as of Q1 2022.

Sageworth Trust reported no remaining Southwestern Energy Company position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 746 Southwestern Energy Company shares in Q1 2022, an estimated $3K.
Sageworth Trust first reported a position in Southwestern Energy Company in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Southwestern Energy Company position peaked at $18K in Q3 2021.
383 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.