CIBC World Market
SM icon

CIBC World Market’s SM Energy SM Stock Holding History

CIBC World Market’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
2025
Q1 		– Sell
-5,690
Closed -$221K – 1443
2024
Q4 		$221K Sell
5,690
-88
-2% -$3.72K ﹤0.01% 1272
2024
Q3 		$231K Buy
+5,778
New +$251K ﹤0.01% 1203
2022
Q2 		– Sell
-31,470
Closed -$1.23M – 1363
2022
Q1 		$1.23M Buy
+31,470
New +$1.13M ﹤0.01% 699
2013
Q4 		– Sell
-17,556
Closed -$1.35M – 702
2013
Q3 		$1.35M Buy
17,556
+1,653
+10% +$114K 0.01% 280
2013
Q2 		$954K Buy
+15,903
New +$970K ﹤0.01% 316

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC World Market's SM Position: Q1 2025 in Review

CIBC World Market sold out of SM Energy (SM) in Q1 2025, closing a stake of 5,690 shares — an estimated $221K sold.

CIBC World Market first reported a position in SM in Q2 2013 and held it in 5 quarters. The position peaked at $1.35M in Q3 2013. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • CIBC World Market reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • CIBC World Market sold 5,690 SM Energy shares in Q1 2025, an estimated $221K.
  • CIBC World Market first reported a position in SM Energy in Q2 2013 and held it in 5 quarters.
  • CIBC World Market's SM Energy position peaked at $1.35M in Q3 2013.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on CIBC World Market's 13F filing for Q1 2025, filed 14 May 2025.