CG
SM icon

Caprock Group’s SM Energy SM Stock Holding History

Caprock Group’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 		$734K Buy
+23,542
New +$537K 0.02% 632
2025
Q1 		– Sell
-7,234
Closed -$280K – 1166
2024
Q4 		$280K Sell
7,234
-121
-2% -$5.11K 0.01% 831
2024
Q3 		$294K Buy
7,355
+26
+0.4% +$1.13K 0.01% 729
2024
Q2 		$317K Sell
7,329
-100
-1% -$4.91K 0.01% 659
2024
Q1 		$370K Sell
7,429
-979
-12% -$40K 0.02% 492
2023
Q4 		$326K Buy
8,408
+684
+9% +$26.4K 0.02% 510
2023
Q3 		$306K Sell
7,724
-174
-2% -$6.6K 0.02% 488
2023
Q2 		$250K Buy
+7,898
New +$223K 0.02% 556
2017
Q1 		– Sell
-5,930
Closed -$204K – 371
2016
Q4 		$204K Buy
+5,930
New +$214K 0.05% 307

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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 $4.36B 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