UMB Bank’s Southwestern Energy Company SWN Stock Holding History

UMB Bank’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	-3,450	Closed	-$24.5K	–	2209
2024 Q3	$24.5K	Buy	3,450 +2,667	+341%	+$17.2K	﹤0.01%	1134
2024 Q2	$5.27K	Buy	783 +502	+179%	+$3.67K	﹤0.01%	1419
2024 Q1	$2.13K	Buy	+281	New	+$1.91K	﹤0.01%	1523

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

UMB Bank's SWN Position: Q4 2024 in Review

UMB Bank sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 3,450 shares — an estimated $24.5K sold.

UMB Bank first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $24.5K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

UMB Bank reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 3,450 Southwestern Energy Company shares in Q4 2024, an estimated $24.5K.
UMB Bank first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
UMB Bank's Southwestern Energy Company position peaked at $24.5K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.