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Caitong International Asset Management’s SM Energy SM Stock Holding History

Caitong International Asset 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
2026
Q1 		$1.22M Buy
39,115
+39,106
+434,511% +$892K 0.23% 97
2025
Q4 		$168 Sell
9
-648
-99% -$13.1K ﹤0.01% 1637
2025
Q3 		$16.4K Sell
657
-2,214
-77% -$59.7K 0.01% 813
2025
Q2 		$70.9K Buy
2,871
+972
+51% +$23.5K 0.05% 200
2025
Q1 		$56.9K Buy
1,899
+802
+73% +$28.8K 0.04% 455
2024
Q4 		$42.5K Buy
+1,097
New +$46.3K 0.04% 535

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
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
DSC
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

Caitong International Asset Management's SM Position: Q1 2026 in Review

Caitong International Asset Management increased its SM Energy (SM) stake by 434,511% in Q1 2026, buying an estimated $892K and bringing the position to 39,115 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #97.

Caitong International Asset Management first reported a position in SM in Q4 2024 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Caitong International Asset Management held 39,115 shares of SM Energy worth $1.22M as of Q1 2026.
  • Caitong International Asset Management bought 39,106 SM Energy shares in Q1 2026, an estimated $892K.
  • SM Energy made up 0.23% of Caitong International Asset Management's portfolio in Q1 2026, its #97 holding.
  • Caitong International Asset Management first reported a position in SM Energy in Q4 2024 and has held it in 6 quarters since.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.