HI
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Harbour Investments’s SM Energy SM Stock Holding History

Harbour Investments’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
2021
Q4 		$14K Hold
487
– – ﹤0.01% 1807
2021
Q3 		$13K Sell
487
-213
-30% -$4.3K ﹤0.01% 2538
2021
Q2 		$17K Buy
+700
New +$13.6K ﹤0.01% 2442

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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbour Investments's SM Position: Q4 2021 in Review

Harbour Investments held its SM Energy (SM) position steady in Q4 2021 at 487 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Harbour Investments first reported a position in SM in Q2 2021 and has held it in 3 quarters since. The position peaked at $17K in Q2 2021. 261 funds tracked by Wall St. Rank hold SM as of Q4 2021.

  • Harbour Investments held 487 shares of SM Energy worth $14K as of Q4 2021.
  • Harbour Investments left its SM Energy share count unchanged in Q4 2021.
  • SM Energy made up ﹤0.01% of Harbour Investments's portfolio in Q4 2021, its #1807 holding.
  • Harbour Investments first reported a position in SM Energy in Q2 2021 and has held it in 3 quarters since.
  • Harbour Investments's SM Energy position peaked at $17K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held SM Energy as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.