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Harel Insurance Investments & Financial Services’s SM Energy SM Stock Holding History

Harel Insurance Investments & Financial Services’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
2022
Q4 		– Sell
-7,000
Closed -$264K – 735
2022
Q3 		$264K Buy
7,000
+890
+15% +$35K 0.01% 275
2022
Q2 		$209K Sell
6,110
-4,090
-40% -$166K ﹤0.01% 323
2022
Q1 		$397K Buy
+10,200
New +$368K 0.01% 281

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SM Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of SM Energy (SM) in Q4 2022, closing a stake of 7,000 shares — an estimated $264K sold.

Harel Insurance Investments & Financial Services first reported a position in SM in Q1 2022 and held it in 3 quarters. The position peaked at $397K in Q1 2022. 342 funds tracked by Wall St. Rank hold SM as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining SM Energy position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 7,000 SM Energy shares in Q4 2022, an estimated $264K.
  • Harel Insurance Investments & Financial Services first reported a position in SM Energy in Q1 2022 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's SM Energy position peaked at $397K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held SM Energy as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.