Brandywine Global Investment Management’s SM Energy SM Stock Holding History

Brandywine Global 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
2025 Q1	–	Sell	-388,761	Closed	-$15.1M	–	618
2024 Q4	$15.1M	Buy	388,761 +267,789	+221%	+$11.3M	0.11%	189
2024 Q3	$5.4M	Buy	120,972 +91,889	+316%	+$3.99M	0.04%	392
2024 Q2	$1.26M	Sell	29,083 -358,559	-92%	-$17.6M	0.01%	608
2024 Q1	$19.3M	Buy	387,642 +69,711	+22%	+$2.85M	0.14%	163
2023 Q4	$12.3M	Buy	+317,931	New	+$12.3M	0.1%	212
2019 Q1	–	Sell	-385,196	Closed	-$5.96M	–	884
2018 Q4	$5.96M	Buy	385,196 +20,014	+5%	+$463K	0.04%	330
2018 Q3	$11.5M	Buy	365,182 +34,463	+10%	+$989K	0.07%	226
2018 Q2	$8.5M	Sell	330,719 -14,060	-4%	-$329K	0.05%	286
2018 Q1	$6.22M	Buy	+344,779	New	+$7.45M	0.04%	378

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brandywine Global Investment Management's SM Position: Q1 2025 in Review

Brandywine Global Investment Management sold out of SM Energy (SM) in Q1 2025, closing a stake of 388,761 shares — an estimated $15.1M sold.

Brandywine Global Investment Management first reported a position in SM in Q1 2018 and held it in 9 quarters. The position peaked at $19.3M in Q1 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

Brandywine Global Investment Management reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 388,761 SM Energy shares in Q1 2025, an estimated $15.1M.
Brandywine Global Investment Management first reported a position in SM Energy in Q1 2018 and held it in 9 quarters.
Brandywine Global Investment Management's SM Energy position peaked at $19.3M in Q1 2024.
404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Brandywine Global Investment Management's 13F filing for Q1 2025, filed 13 May 2025.