BCI
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Brinker Capital Investments’s SM Energy SM Stock Holding History

Brinker Capital Investments’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 		$317K Buy
+10,157
New +$232K ﹤0.01% 1648
2025
Q2 		– Sell
-8,271
Closed -$248K – 2044
2025
Q1 		$248K Sell
8,271
-1,010
-11% -$36.2K ﹤0.01% 1716
2024
Q4 		$360K Sell
9,281
-5,568
-37% -$235K ﹤0.01% 1471
2024
Q3 		$594K Sell
14,849
-13,353
-47% -$579K 0.01% 1276
2024
Q2 		$1.22M Sell
28,202
-2,516
-8% -$124K 0.01% 892
2024
Q1 		$1.53M Sell
30,718
-7,125
-19% -$291K 0.02% 786
2023
Q4 		$1.45M Buy
37,843
+6,133
+19% +$237K 0.02% 781
2023
Q3 		$1.26M Sell
31,710
-13,634
-30% -$517K 0.02% 822
2023
Q2 		$1.43M Buy
45,344
+12,963
+40% +$366K 0.02% 798
2023
Q1 		$912K Sell
32,381
-15,742
-33% -$480K 0.01% 913
2022
Q4 		$1.68M Buy
+48,123
New +$2M 0.03% 544

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