Carmignac Gestion’s SM Energy SM Stock Holding History

Carmignac Gestion’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Hold	–	-$7.71M	–	93
2018 Q2	–	Hold	–	–	–	78
2018 Q1	–	Hold	–	-$6.62M	–	98
2017 Q4	–	Hold	–	–	–	83

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmignac Gestion's SM Position: Q2 2020 in Review

Carmignac Gestion sold out of SM Energy (SM) in Q2 2020, closing a stake of 38,997 shares — an estimated $48K sold.

Carmignac Gestion first reported a position in SM in Q4 2017 and held it in 10 quarters. The position peaked at $131M in Q4 2017. 177 funds tracked by Wall St. Rank hold SM as of Q2 2020.

Carmignac Gestion reported no remaining SM Energy position as of Q2 2020 after selling out during the quarter.
Carmignac Gestion sold 38,997 SM Energy shares in Q2 2020, an estimated $48K.
Carmignac Gestion first reported a position in SM Energy in Q4 2017 and held it in 10 quarters.
Carmignac Gestion's SM Energy position peaked at $131M in Q4 2017.
177 funds tracked by Wall St. Rank held SM Energy as of Q2 2020.

Based on Carmignac Gestion's 13F filing for Q2 2020, filed 13 Aug 2020.