HFM
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Harvest Fund Management’s SM Energy SM Stock Holding History

Harvest Fund 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
2023
Q1 		– Sell
-1,606
Closed -$56K – 814
2022
Q4 		$56K Sell
1,606
-3,789
-70% -$158K 0.01% 453
2022
Q3 		$203K Buy
5,395
+2,509
+87% +$98.7K 0.06% 183
2022
Q2 		$99K Hold
2,886
– – 0.03% 301
2022
Q1 		$112K Buy
+2,886
New +$104K 0.02% 322

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Fund Management's SM Position: Q1 2023 in Review

Harvest Fund Management sold out of SM Energy (SM) in Q1 2023, closing a stake of 1,606 shares — an estimated $56K sold.

Harvest Fund Management first reported a position in SM in Q1 2022 and held it in 4 quarters. The position peaked at $203K in Q3 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

  • Harvest Fund Management reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
  • Harvest Fund Management sold 1,606 SM Energy shares in Q1 2023, an estimated $56K.
  • Harvest Fund Management first reported a position in SM Energy in Q1 2022 and held it in 4 quarters.
  • Harvest Fund Management's SM Energy position peaked at $203K in Q3 2022.
  • 294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.