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Delphi Management’s SM Energy SM Stock Holding History

Delphi Management’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
Q4 		$900K Buy
+25,827
New +$1.07M 1.09% 61

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Delphi Management's SM Position: Q4 2022 in Review

Delphi Management opened a new position in SM Energy (SM) in Q4 2022: 25,827 shares worth $900K. The stake represents 1.09% of the portfolio and ranks #61 among its holdings.

342 funds tracked by Wall St. Rank hold SM as of Q4 2022.

  • Delphi Management held 25,827 shares of SM Energy worth $900K as of Q4 2022.
  • SM Energy was a new Delphi Management position in Q4 2022.
  • SM Energy made up 1.09% of Delphi Management's portfolio in Q4 2022, its #61 holding.
  • 342 funds tracked by Wall St. Rank held SM Energy as of Q4 2022.

Based on Delphi Management's 13F filing for Q4 2022, filed 11 Jul 2023.