ZIM
SWN

Zacks Investment Management’s Southwestern Energy Company SWN Stock Holding History

Zacks Investment Management’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
2021
Q4 		– Sell
-16,194
Closed -$90K – 693
2021
Q3 		$90K Buy
+16,194
New +$79.1K ﹤0.01% 586
2017
Q4 		– Sell
-16,311
Closed -$100K – 661
2017
Q3 		$100K Sell
16,311
-903
-5% -$5.12K ﹤0.01% 567
2017
Q2 		$105K Buy
+17,214
New +$119K ﹤0.01% 571
2017
Q1 		– Sell
-197,304
Closed -$2.13M – 747
2016
Q4 		$2.13M Buy
197,304
+147,645
+297% +$1.69M 0.06% 205
2016
Q3 		$687K Buy
49,659
+1,912
+4% +$26.5K 0.02% 410
2016
Q2 		$601K Buy
+47,747
New +$579K 0.02% 423

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Zacks Investment Management's SWN Position: Q4 2021 in Review

Zacks Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2021, closing a stake of 16,194 shares — an estimated $90K sold.

Zacks Investment Management first reported a position in SWN in Q2 2016 and held it in 6 quarters. The position peaked at $2.13M in Q4 2016. 339 funds tracked by Wall St. Rank hold SWN as of Q4 2021.

  • Zacks Investment Management reported no remaining Southwestern Energy Company position as of Q4 2021 after selling out during the quarter.
  • Zacks Investment Management sold 16,194 Southwestern Energy Company shares in Q4 2021, an estimated $90K.
  • Zacks Investment Management first reported a position in Southwestern Energy Company in Q2 2016 and held it in 6 quarters.
  • Zacks Investment Management's Southwestern Energy Company position peaked at $2.13M in Q4 2016.
  • 339 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.