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Gyroscope Capital Management Group’s SM Energy SM Stock Holding History

Gyroscope Capital Management Group’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
2023
Q3 		$551K Buy
+13,896
New +$527K 0.13% 116

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gyroscope Capital Management Group's SM Position: Q3 2023 in Review

Gyroscope Capital Management Group opened a new position in SM Energy (SM) in Q3 2023: 13,896 shares worth $551K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings.

371 funds tracked by Wall St. Rank hold SM as of Q3 2023.

  • Gyroscope Capital Management Group held 13,896 shares of SM Energy worth $551K as of Q3 2023.
  • SM Energy was a new Gyroscope Capital Management Group position in Q3 2023.
  • SM Energy made up 0.13% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #116 holding.
  • 371 funds tracked by Wall St. Rank held SM Energy as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.