DI
SM icon

Disciplined Investments’s SM Energy SM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-17
Closed -$538 – 1318
2023
Q2 		$538 Buy
17
+8
+89% +$226 ﹤0.01% 1204
2023
Q1 		$253 Sell
9
-10
-53% -$305 ﹤0.01% 1441
2022
Q4 		$662 Sell
19
-3
-14% -$125 ﹤0.01% 1073
2022
Q3 		$1K Buy
22
+2
+10% +$79 ﹤0.01% 1080
2022
Q2 		$1K Buy
20
+8
+67% +$325 ﹤0.01% 1104
2022
Q1 		$0 Buy
+12
New +$432 ﹤0.01% 1599

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's SM Position: Q3 2023 in Review

Disciplined Investments sold out of SM Energy (SM) in Q3 2023, closing a stake of 17 shares — an estimated $538 sold.

Disciplined Investments first reported a position in SM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 371 funds tracked by Wall St. Rank hold SM as of Q3 2023.

  • Disciplined Investments reported no remaining SM Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 17 SM Energy shares in Q3 2023, an estimated $538.
  • Disciplined Investments first reported a position in SM Energy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's SM Energy position peaked at $1K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held SM Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.