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Credit Suisse’s SM Energy SM Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-150,000
Closed -$4.42M – 4238
2021
Q4 		$4.42M Buy
+150,000
New +$4.68M ﹤0.01% 2114
2016
Q2 		– Sell
-90,000
Closed -$1.69M – 4334
2016
Q1 		$1.69M Buy
+90,000
New +$1.24M ﹤0.01% 2333

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Credit Suisse's SM Position: Q1 2024 in Review

Credit Suisse reduced its SM Energy (SM) stake by 1.6% in Q1 2024, selling an estimated $82.3K and leaving 123,984 shares worth $6.18M. The position accounts for 0.01% of the portfolio, ranked #1179.

Credit Suisse first reported a position in SM in Q2 2013 and has held it in 44 quarters since. The position peaked at $30.1M in Q3 2018. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • Credit Suisse held 123,984 shares of SM Energy worth $6.18M as of Q1 2024.
  • Credit Suisse sold 2,014 SM Energy shares in Q1 2024, an estimated $82.3K.
  • SM Energy made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1179 holding.
  • Credit Suisse first reported a position in SM Energy in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's SM Energy position peaked at $30.1M in Q3 2018.
  • 390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.