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FORA Capital’s SM Energy SM Stock Holding History

FORA Capital’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
-62,508
Closed -$3.12M – 531
2024
Q1 		$3.12M Buy
+62,508
New +$2.56M 0.26% 112
2022
Q2 		– Sell
-6,602
Closed -$268K – 664
2022
Q1 		$268K Buy
+6,602
New +$238K 0.05% 416
2021
Q3 		– Sell
-6,829
Closed -$168K – 802
2021
Q2 		$168K Buy
+6,829
New +$132K 0.03% 476

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

FORA Capital's SM Position: Q2 2024 in Review

FORA Capital sold out of SM Energy (SM) in Q2 2024, closing a stake of 62,508 shares — an estimated $3.12M sold.

FORA Capital first reported a position in SM in Q2 2021 and held it in 3 quarters. The position peaked at $3.12M in Q1 2024. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • FORA Capital reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • FORA Capital sold 62,508 SM Energy shares in Q2 2024, an estimated $3.12M.
  • FORA Capital first reported a position in SM Energy in Q2 2021 and held it in 3 quarters.
  • FORA Capital's SM Energy position peaked at $3.12M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on FORA Capital's 13F filing for Q2 2024, filed 13 Aug 2024.