Capital Research Global Investors
SM icon

Capital Research Global Investors’s SM Energy SM Stock Holding History

Capital Research Global Investors’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
2020
Q3 		– Sell
-3,068,000
Closed -$11.5M – 418
2020
Q2 		$11.5M Sell
3,068,000
-1,691,780
-36% -$5.54M ﹤0.01% 381
2020
Q1 		$5.81M Sell
4,759,780
-1,978,473
-29% -$14M ﹤0.01% 371
2019
Q4 		$75.7M Sell
6,738,253
-370,192
-5% -$3.34M 0.02% 287
2019
Q3 		$68.9M Buy
7,108,445
+689
+0% +$7.02K 0.02% 297
2019
Q2 		$89M Buy
7,107,756
+2,056
+0% +$29.8K 0.03% 271
2019
Q1 		$124M Sell
7,105,700
-1,618,104
-19% -$28.7M 0.04% 244
2018
Q4 		$135M Buy
8,723,804
+369
+0% +$8.53K 0.05% 235
2018
Q3 		$275M Sell
8,723,435
-247,535
-3% -$7.11M 0.08% 202
2018
Q2 		$230M Hold
8,970,970
– – 0.06% 223
2018
Q1 		$162M Buy
8,970,970
+302,639
+3% +$6.54M 0.05% 249
2017
Q4 		$191M Sell
8,668,331
-401,810
-4% -$8.11M 0.06% 232
2017
Q3 		$161M Buy
9,070,141
+2,142,235
+31% +$33.5M 0.05% 245
2017
Q2 		$115M Buy
6,927,906
+4,141
+0.1% +$82.2K 0.04% 270
2017
Q1 		$166M Sell
6,923,765
-322,175
-4% -$8.92M 0.05% 247
2016
Q4 		$250M Hold
7,245,940
– – 0.08% 209
2016
Q3 		$280M Buy
7,245,940
+37,000
+0.5% +$1.19M 0.09% 190
2016
Q2 		$195M Buy
7,208,940
+304,076
+4% +$8.53M 0.07% 223
2016
Q1 		$129M Buy
6,904,864
+206,864
+3% +$2.85M 0.04% 265
2015
Q4 		$132M Buy
+6,698,000
New +$204M 0.05% 259

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Capital Research Global Investors's SM Position: Q3 2020 in Review

Capital Research Global Investors sold out of SM Energy (SM) in Q3 2020, closing a stake of 3,068,000 shares — an estimated $11.5M sold.

Capital Research Global Investors first reported a position in SM in Q4 2015 and held it in 19 quarters. The position peaked at $280M in Q3 2016. 166 funds tracked by Wall St. Rank hold SM as of Q3 2020.

  • Capital Research Global Investors reported no remaining SM Energy position as of Q3 2020 after selling out during the quarter.
  • Capital Research Global Investors sold 3,068,000 SM Energy shares in Q3 2020, an estimated $11.5M.
  • Capital Research Global Investors first reported a position in SM Energy in Q4 2015 and held it in 19 quarters.
  • Capital Research Global Investors's SM Energy position peaked at $280M in Q3 2016.
  • 166 funds tracked by Wall St. Rank held SM Energy as of Q3 2020.

Based on Capital Research Global Investors's 13F filing for Q3 2020, filed 13 Nov 2020.