EMAM
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Encompass More Asset Management’s SM Energy SM Stock Holding History

Encompass More Asset 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
2024
Q2 		– Sell
-4,051
Closed -$202K – 123
2024
Q1 		$202K Buy
+4,051
New +$166K 0.17% 97

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Encompass More Asset Management's SM Position: Q2 2024 in Review

Encompass More Asset Management sold out of SM Energy (SM) in Q2 2024, closing a stake of 4,051 shares — an estimated $202K sold.

Encompass More Asset Management first reported a position in SM in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • Encompass More Asset Management reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 4,051 SM Energy shares in Q2 2024, an estimated $202K.
  • Encompass More Asset Management first reported a position in SM Energy in Q1 2024 and held it in 1 quarter.
  • Encompass More Asset Management's SM Energy position peaked at $202K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on Encompass More Asset Management's 13F filing for Q2 2024, filed 26 Jul 2024.