Berman Capital Advisors’s SM Energy SM Stock Holding History

Berman Capital Advisors’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	$8K	Buy	307 +41	+15%	+$828	﹤0.01%	1278
2021 Q2	$6K	Buy	266 +76	+40%	+$1.47K	﹤0.01%	1306
2021 Q1	$3K	Buy	+190	New	+$2.43K	﹤0.01%	1443
2020 Q1	–	Sell	-132	Closed	-$1K	–	1650
2019 Q4	$1K	Buy	132 +19	+17%	+$171	﹤0.01%	1382
2019 Q3	$1K	Sell	113 -102	-47%	-$1.04K	﹤0.01%	1365
2019 Q2	$2K	Sell	215 -21	-9%	-$305	﹤0.01%	1230
2019 Q1	$4K	Buy	236 +225	+2,045%	+$4K	﹤0.01%	937
2018 Q4	$0	Buy	+11	New	+$254	﹤0.01%	1250

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

Berman Capital Advisors's SM Position: Q3 2021 in Review

Berman Capital Advisors increased its SM Energy (SM) stake by 15% in Q3 2021, buying an estimated $828 and bringing the position to 307 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Berman Capital Advisors first reported a position in SM in Q4 2018 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold SM as of Q3 2021.

Berman Capital Advisors held 307 shares of SM Energy worth $8K as of Q3 2021.
Berman Capital Advisors bought 41 SM Energy shares in Q3 2021, an estimated $828.
SM Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1278 holding.
Berman Capital Advisors first reported a position in SM Energy in Q4 2018 and has held it in 8 quarters since.
238 funds tracked by Wall St. Rank held SM Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.