TIAA Trust, National Association
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TIAA Trust, National Association’s Southwestern Energy Company SWN Stock Holding History

TIAA Trust, National Association’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
Q4 		– Sell
-18,462
Closed -$119K – 608
2023
Q3 		$119K Buy
+18,462
New +$118K ﹤0.01% 563

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TIAA Trust, National Association's SWN Position: Q4 2023 in Review

TIAA Trust, National Association sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 18,462 shares — an estimated $119K sold.

TIAA Trust, National Association first reported a position in SWN in Q3 2023 and held it in 1 quarter. The position peaked at $119K in Q3 2023. 475 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • TIAA Trust, National Association reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
  • TIAA Trust, National Association sold 18,462 Southwestern Energy Company shares in Q4 2023, an estimated $119K.
  • TIAA Trust, National Association first reported a position in Southwestern Energy Company in Q3 2023 and held it in 1 quarter.
  • TIAA Trust, National Association's Southwestern Energy Company position peaked at $119K in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on TIAA Trust, National Association's 13F filing for Q4 2023, filed 23 Jan 2024.