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Beaton Management Company’s SM Energy SM Stock Holding History

Beaton Management Company’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
Q4 		– Sell
-10,000
Closed -$264K – 145
2021
Q3 		$264K Hold
10,000
– – 0.17% 119
2021
Q2 		$246K Buy
+10,000
New +$194K 0.16% 127

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Dimensional Fund Advisors
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Millennium Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
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First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Beaton Management Company's SM Position: Q4 2021 in Review

Beaton Management Company sold out of SM Energy (SM) in Q4 2021, closing a stake of 10,000 shares — an estimated $264K sold.

Beaton Management Company first reported a position in SM in Q2 2021 and held it in 2 quarters. The position peaked at $264K in Q3 2021. 261 funds tracked by Wall St. Rank hold SM as of Q4 2021.

  • Beaton Management Company reported no remaining SM Energy position as of Q4 2021 after selling out during the quarter.
  • Beaton Management Company sold 10,000 SM Energy shares in Q4 2021, an estimated $264K.
  • Beaton Management Company first reported a position in SM Energy in Q2 2021 and held it in 2 quarters.
  • Beaton Management Company's SM Energy position peaked at $264K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held SM Energy as of Q4 2021.

Based on Beaton Management Company's 13F filing for Q4 2021, filed 3 Feb 2022.