Bridgewater Associates’s SM Energy SM Stock Holding History

Bridgewater Associates’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
2026 Q1	–	Sell	-47,514	Closed	-$889K	–	1201
2025 Q4	$889K	Sell	47,514 -434,636	-90%	-$8.8M	﹤0.01%	905
2025 Q3	$12M	Buy	482,150 +133,116	+38%	+$3.59M	0.05%	301
2025 Q2	$8.62M	Buy	349,034 +313,165	+873%	+$7.58M	0.03%	275
2025 Q1	$1.07M	Sell	35,869 -267,535	-88%	-$9.6M	0.01%	516
2024 Q4	$11.8M	Sell	303,404 -180,715	-37%	-$7.63M	0.05%	233
2024 Q3	$19.4M	Buy	484,119 +279,417	+136%	+$12.1M	0.11%	160
2024 Q2	$8.85M	Buy	+204,702	New	+$10.1M	0.05%	265
2023 Q4	–	Sell	-141,268	Closed	-$5.6M	–	806
2023 Q3	$5.6M	Buy	+141,268	New	+$5.36M	0.03%	339
2022 Q4	–	Sell	-91,399	Closed	-$3.44M	–	922
2022 Q3	$3.44M	Buy	+91,399	New	+$3.6M	0.02%	458
2015 Q2	–	Sell	-4,157	Closed	-$215K	–	390
2015 Q1	$215K	Buy	+4,157	New	+$180K	﹤0.01%	312
2014 Q4	–	Sell	-18,483	Closed	-$1.44M	–	407
2014 Q3	$1.44M	Buy	+18,483	New	+$1.51M	0.01%	193

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

American Century Companies

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

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