Driehaus Capital Management’s SM Energy SM Stock Holding History

Driehaus Capital 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
2021 Q3	–	Sell	-395,083	Closed	-$9.73M	–	469
2021 Q2	$9.73M	Buy	+395,083	New	+$7.65M	0.13%	232
2018 Q4	–	Sell	-15,400	Closed	-$486K	–	509
2018 Q3	$486K	Buy	+15,400	New	+$442K	0.02%	403
2016 Q4	–	Sell	-20,300	Closed	-$783K	–	635
2016 Q3	$783K	Buy	+20,300	New	+$651K	0.03%	385
2016 Q2	–	Sell	-31,894	Closed	-$598K	–	628
2016 Q1	$598K	Buy	+31,894	New	+$440K	0.02%	438
2015 Q2	–	Sell	-45,351	Closed	-$2.34M	–	576
2015 Q1	$2.34M	Buy	+45,351	New	+$1.97M	0.08%	302

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Driehaus Capital Management's SM Position: Q3 2021 in Review

Driehaus Capital Management sold out of SM Energy (SM) in Q3 2021, closing a stake of 395,083 shares — an estimated $9.73M sold.

Driehaus Capital Management first reported a position in SM in Q1 2015 and held it in 5 quarters. The position peaked at $9.73M in Q2 2021. 237 funds tracked by Wall St. Rank hold SM as of Q3 2021.

Driehaus Capital Management reported no remaining SM Energy position as of Q3 2021 after selling out during the quarter.
Driehaus Capital Management sold 395,083 SM Energy shares in Q3 2021, an estimated $9.73M.
Driehaus Capital Management first reported a position in SM Energy in Q1 2015 and held it in 5 quarters.
Driehaus Capital Management's SM Energy position peaked at $9.73M in Q2 2021.
237 funds tracked by Wall St. Rank held SM Energy as of Q3 2021.

Based on Driehaus Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.