Anchor Investment Management’s SM Energy SM Stock Holding History

Anchor Investment Management’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
2021 Q3	–	Sell	-273	Closed	-$5.51K	–	974
2021 Q2	$6.72K	Buy	+273	New	+$5.29K	﹤0.01%	767

Other funds holding SM

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

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

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

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Anchor Investment Management's SM Position: Q3 2021 in Review

Anchor Investment Management sold out of SM Energy (SM) in Q3 2021, closing a stake of 273 shares — an estimated $5.51K sold.

Anchor Investment Management first reported a position in SM in Q2 2021 and held it in 1 quarter. The position peaked at $6.72K in Q2 2021. 237 funds tracked by Wall St. Rank hold SM as of Q3 2021.

Anchor Investment Management reported no remaining SM Energy position as of Q3 2021 after selling out during the quarter.
Anchor Investment Management sold 273 SM Energy shares in Q3 2021, an estimated $5.51K.
Anchor Investment Management first reported a position in SM Energy in Q2 2021 and held it in 1 quarter.
Anchor Investment Management's SM Energy position peaked at $6.72K in Q2 2021.
237 funds tracked by Wall St. Rank held SM Energy as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.