Welch & Forbes’s Southwestern Energy Company SWN Stock Holding History

Welch & Forbes’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 Q1	–	Sell	-10,000	Closed	-$58.5K	–	376
2022 Q4	$58.5K	Hold	10,000	–	–	﹤0.01%	366
2022 Q3	$61K	Hold	10,000	–	–	﹤0.01%	368
2022 Q2	$63K	Hold	10,000	–	–	﹤0.01%	377
2022 Q1	$72K	Buy	+10,000	New	+$50.4K	﹤0.01%	387

Other funds holding SWN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Welch & Forbes's SWN Position: Q1 2023 in Review

Welch & Forbes sold out of Southwestern Energy Company (SWN) in Q1 2023, closing a stake of 10,000 shares — an estimated $58.5K sold.

Welch & Forbes first reported a position in SWN in Q1 2022 and held it in 4 quarters. The position peaked at $72K in Q1 2022. 451 funds tracked by Wall St. Rank hold SWN as of Q1 2023.

Welch & Forbes reported no remaining Southwestern Energy Company position as of Q1 2023 after selling out during the quarter.
Welch & Forbes sold 10,000 Southwestern Energy Company shares in Q1 2023, an estimated $58.5K.
Welch & Forbes first reported a position in Southwestern Energy Company in Q1 2022 and held it in 4 quarters.
Welch & Forbes's Southwestern Energy Company position peaked at $72K in Q1 2022.
451 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2023.

Based on Welch & Forbes's 13F filing for Q1 2023, filed 14 Apr 2023.