Verdad Advisers’s Southwestern Energy Company SWN Stock Holding History

Verdad Advisers’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 Q1	–	Sell	-190,000	Closed	-$1.24M	–	172
2023 Q4	$1.24M	Hold	190,000	–	–	2.53%	11
2023 Q3	$1.23M	Hold	190,000	–	–	1.87%	10
2023 Q2	$1.14M	Hold	190,000	–	–	1.79%	21
2023 Q1	$950K	Buy	+190,000	New	+$1.01M	1.91%	29

Other funds holding SWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Verdad Advisers's SWN Position: Q1 2024 in Review

Verdad Advisers sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 190,000 shares — an estimated $1.24M sold.

Verdad Advisers first reported a position in SWN in Q1 2023 and held it in 4 quarters. The position peaked at $1.24M in Q4 2023. 478 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

Verdad Advisers reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
Verdad Advisers sold 190,000 Southwestern Energy Company shares in Q1 2024, an estimated $1.24M.
Verdad Advisers first reported a position in Southwestern Energy Company in Q1 2023 and held it in 4 quarters.
Verdad Advisers's Southwestern Energy Company position peaked at $1.24M in Q4 2023.
478 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Verdad Advisers's 13F filing for Q1 2024, filed 14 May 2024.