CIP
SM icon

Convergence Investment Partners’s SM Energy SM Stock Holding History

Convergence Investment Partners’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
2024
Q4 		– Sell
-13,169
Closed -$526K – 288
2024
Q3 		$526K Buy
+13,169
New +$571K 0.14% 172
2021
Q3 		– Sell
-11,432
Closed -$282K – 267
2021
Q2 		$282K Buy
+11,432
New +$221K 0.12% 174
2014
Q1 		– Sell
-14,290
Closed -$1.19M – 428
2013
Q4 		$1.19M Buy
+14,290
New +$1.22M 0.19% 154

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Convergence Investment Partners's SM Position: Q4 2024 in Review

Convergence Investment Partners sold out of SM Energy (SM) in Q4 2024, closing a stake of 13,169 shares — an estimated $526K sold.

Convergence Investment Partners first reported a position in SM in Q4 2013 and held it in 3 quarters. The position peaked at $1.19M in Q4 2013. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Convergence Investment Partners reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 13,169 SM Energy shares in Q4 2024, an estimated $526K.
  • Convergence Investment Partners first reported a position in SM Energy in Q4 2013 and held it in 3 quarters.
  • Convergence Investment Partners's SM Energy position peaked at $1.19M in Q4 2013.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.