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Amalgamated Financial’s SM Energy SM Stock Holding History

Amalgamated Financial’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$2.13M Buy
+54,567
New +$1.97M 0.02% 881

Other funds holding SM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amalgamated Financial's SM Position: Q1 2022 in Review

Amalgamated Financial opened a new position in SM Energy (SM) in Q1 2022: 54,567 shares worth $2.13M. The stake represents 0.02% of the portfolio and ranks #881 among its holdings.

302 funds tracked by Wall St. Rank hold SM as of Q1 2022.

  • Amalgamated Financial held 54,567 shares of SM Energy worth $2.13M as of Q1 2022.
  • SM Energy was a new Amalgamated Financial position in Q1 2022.
  • SM Energy made up 0.02% of Amalgamated Financial's portfolio in Q1 2022, its #881 holding.
  • 302 funds tracked by Wall St. Rank held SM Energy as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.