GIM
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Glenmede Investment Management’s SM Energy SM Stock Holding History

Glenmede Investment 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
2025
Q3 		$12.2M Sell
487,736
-26,783
-5% -$722K 0.06% 304
2025
Q2 		$12.7M Buy
+514,519
New +$12.5M 0.06% 299

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Glenmede Investment Management's SM Position: Q3 2025 in Review

Glenmede Investment Management reduced its SM Energy (SM) stake by 5.2% in Q3 2025, selling an estimated $722K and leaving 487,736 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #304.

Glenmede Investment Management first reported a position in SM in Q2 2025 and has held it in 2 quarters since. The position peaked at $12.7M in Q2 2025. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Glenmede Investment Management held 487,736 shares of SM Energy worth $12.2M as of Q3 2025.
  • Glenmede Investment Management sold 26,783 SM Energy shares in Q3 2025, an estimated $722K.
  • SM Energy made up 0.06% of Glenmede Investment Management's portfolio in Q3 2025, its #304 holding.
  • Glenmede Investment Management first reported a position in SM Energy in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's SM Energy position peaked at $12.7M in Q2 2025.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.