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Hillsdale Investment Management’s SM Energy SM Stock Holding History

Hillsdale Investment 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
2025
Q1 		– Sell
-97,800
Closed -$3.79M – 694
2024
Q4 		$3.79M Buy
97,800
+400
+0.4% +$16.9K 0.19% 148
2024
Q3 		$3.89M Buy
97,400
+800
+0.8% +$34.7K 0.3% 130
2024
Q2 		$4.18M Sell
96,600
-4,100
-4% -$201K 0.33% 90
2024
Q1 		$5.02M Buy
+100,700
New +$4.12M 0.4% 73
2023
Q1 		– Sell
-141,000
Closed -$4.91M – 638
2022
Q4 		$4.91M Sell
141,000
-8,000
-5% -$333K 0.42% 72
2022
Q3 		$5.6M Hold
149,000
– – 0.51% 50
2022
Q2 		$5.09M Sell
149,000
-51,300
-26% -$2.08M 0.41% 72
2022
Q1 		$7.8M Sell
200,300
-41,600
-17% -$1.5M 0.5% 37
2021
Q4 		$7.13M Buy
241,900
+3,800
+2% +$119K 0.48% 45
2021
Q3 		$6.28M Buy
+238,100
New +$4.81M 0.48% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hillsdale Investment Management's SM Position: Q1 2025 in Review

Hillsdale Investment Management sold out of SM Energy (SM) in Q1 2025, closing a stake of 97,800 shares — an estimated $3.79M sold.

Hillsdale Investment Management first reported a position in SM in Q3 2021 and held it in 10 quarters. The position peaked at $7.8M in Q1 2022. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Hillsdale Investment Management reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 97,800 SM Energy shares in Q1 2025, an estimated $3.79M.
  • Hillsdale Investment Management first reported a position in SM Energy in Q3 2021 and held it in 10 quarters.
  • Hillsdale Investment Management's SM Energy position peaked at $7.8M in Q1 2022.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.