SJS Investment Consulting’s Southwestern Energy Company SWN Stock Holding History

SJS Investment Consulting’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 Q4	–	Sell	-176	Closed	-$1.25K	–	1726
2024 Q3	$1.25K	Buy	176 +16	+10%	+$103	﹤0.01%	985
2024 Q2	$1.08K	Buy	160 +23	+17%	+$168	﹤0.01%	1002
2024 Q1	$1.04K	Hold	137	–	–	﹤0.01%	1019
2023 Q4	$898	Buy	137 +23	+20%	+$154	﹤0.01%	995
2023 Q3	$736	Buy	114 +76	+200%	+$485	﹤0.01%	1058
2023 Q2	$229	Buy	38 +24	+171%	+$124	﹤0.01%	1383
2023 Q1	$70	Sell	14 -6	-30%	-$32	﹤0.01%	1490
2022 Q4	$117	Sell	20 -59	-75%	-$388	﹤0.01%	1478
2022 Q3	$0	Buy	+79	New	+$546	﹤0.01%	1646

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

SJS Investment Consulting's SWN Position: Q4 2024 in Review

SJS Investment Consulting sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 176 shares — an estimated $1.25K sold.

SJS Investment Consulting first reported a position in SWN in Q3 2022 and held it in 9 quarters. The position peaked at $1.25K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

SJS Investment Consulting reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
SJS Investment Consulting sold 176 Southwestern Energy Company shares in Q4 2024, an estimated $1.25K.
SJS Investment Consulting first reported a position in Southwestern Energy Company in Q3 2022 and held it in 9 quarters.
SJS Investment Consulting's Southwestern Energy Company position peaked at $1.25K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.