TLP
SWN

Tri Locum Partners’s Southwestern Energy Company SWN Stock Holding History

Tri Locum Partners’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
-13,693
Closed -$88.3K – 62
2023
Q3 		$88.3K Buy
+13,693
New +$87.3K 0.03% 58
2023
Q2 		– Sell
-10,357
Closed -$51.8K – 81
2023
Q1 		$51.8K Buy
+10,357
New +$54.9K 0.02% 46

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tri Locum Partners's SWN Position: Q4 2023 in Review

Tri Locum Partners sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 13,693 shares — an estimated $88.3K sold.

Tri Locum Partners first reported a position in SWN in Q1 2023 and held it in 2 quarters. The position peaked at $88.3K in Q3 2023. 476 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • Tri Locum Partners reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
  • Tri Locum Partners sold 13,693 Southwestern Energy Company shares in Q4 2023, an estimated $88.3K.
  • Tri Locum Partners first reported a position in Southwestern Energy Company in Q1 2023 and held it in 2 quarters.
  • Tri Locum Partners's Southwestern Energy Company position peaked at $88.3K in Q3 2023.
  • 476 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Tri Locum Partners's 13F filing for Q4 2023, filed 14 Feb 2024.