Grantham, Mayo, Van Otterloo & Co (GMO)’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.4M | Buy |
+716,918
| New | +$16.4M | 0.06% | 177 |
|
|
2025
Q4 | – | Sell |
-335,805
| Closed | -$8.39M | – | 701 |
|
|
2025
Q3 | $8.39M | Sell |
335,805
-40,200
| -11% | -$1.08M | 0.02% | 249 |
|
|
2025
Q2 | $9.29M | Buy |
376,005
+46,900
| +14% | +$1.14M | 0.03% | 236 |
|
|
2025
Q1 | $9.86M | Buy |
329,105
+90,900
| +38% | +$3.26M | 0.03% | 243 |
|
|
2024
Q4 | $9.23M | Buy |
238,205
+55,600
| +30% | +$2.35M | 0.03% | 264 |
|
|
2024
Q3 | $7.3M | Sell |
182,605
-11,793
| -6% | -$512K | 0.02% | 298 |
|
|
2024
Q2 | $8.4M | Buy |
+194,398
| New | +$9.55M | 0.03% | 279 |
|
|
2022
Q1 | – | Sell |
-265,092
| Closed | -$7.82M | – | 759 |
|
|
2021
Q4 | $7.82M | Sell |
265,092
-189,300
| -42% | -$5.91M | 0.04% | 291 |
|
|
2021
Q3 | $12M | Sell |
454,392
-277,100
| -38% | -$5.6M | 0.06% | 227 |
|
|
2021
Q2 | $18M | Buy |
731,492
+86,200
| +13% | +$1.67M | 0.09% | 181 |
|
|
2021
Q1 | $10.6M | Buy |
645,292
+576,692
| +841% | +$7.37M | 0.06% | 232 |
|
|
2020
Q4 | $420K | Buy |
68,600
+50,500
| +279% | +$170K | ﹤0.01% | 710 |
|
|
2020
Q3 | $29K | Buy |
+18,100
| New | +$50.6K | ﹤0.01% | 758 |
|
|
2020
Q1 | – | Sell |
-166,400
| Closed | -$1.87M | – | 817 |
|
|
2019
Q4 | $1.87M | Buy |
+166,400
| New | +$1.5M | 0.01% | 420 |
|
|
2017
Q3 | – | Sell |
-28,358
| Closed | -$469K | – | 631 |
|
|
2017
Q2 | $469K | Hold |
28,358
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $681K | Buy |
28,358
+3,000
| +12% | +$83.1K | ﹤0.01% | 385 |
|
|
2016
Q4 | $874K | Sell |
25,358
-1,100
| -4% | -$39.7K | ﹤0.01% | 382 |
|
|
2016
Q3 | $1.02M | Sell |
26,458
-120,400
| -82% | -$3.86M | ﹤0.01% | 358 |
|
|
2016
Q2 | $3.96M | Buy |
146,858
+110,858
| +308% | +$3.11M | 0.02% | 313 |
|
|
2016
Q1 | $675K | Buy |
36,000
+10,500
| +41% | +$145K | ﹤0.01% | 445 |
|
|
2015
Q4 | $501K | Hold |
25,500
| – | – | ﹤0.01% | 436 |
|
|
2015
Q3 | $817K | Buy |
+25,500
| New | +$925K | ﹤0.01% | 421 |
|
|
2014
Q1 | – | Sell |
-4,400
| Closed | -$366K | – | 633 |
|
|
2013
Q4 | $366K | Buy |
4,400
+400
| +10% | +$34.1K | ﹤0.01% | 602 |
|
|
2013
Q3 | $309K | Buy |
+4,000
| New | +$277K | ﹤0.01% | 612 |
|
Other funds holding SM
VPM
AC
VCM
DSC
