Holocene Advisors
SM icon

Holocene Advisors’s SM Energy SM Stock Holding History

Holocene Advisors’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
2026
Q1 		$5.97M Buy
191,323
+74,685
+64% +$1.7M 0.01% 372
2025
Q4 		$2.18M Sell
116,638
-6,217
-5% -$126K ﹤0.01% 492
2025
Q3 		$3.07M Sell
122,855
-48,481
-28% -$1.31M 0.01% 462
2025
Q2 		$4.23M Buy
171,336
+98,403
+135% +$2.38M 0.01% 422
2025
Q1 		$2.18M Buy
+72,933
New +$2.62M 0.01% 527
2024
Q1 		– Sell
-28,604
Closed -$1.11M – 857
2023
Q4 		$1.11M Sell
28,604
-6,749
-19% -$260K ﹤0.01% 602
2023
Q3 		$1.4M Sell
35,353
-150,732
-81% -$5.71M 0.01% 606
2023
Q2 		$5.89M Buy
186,085
+42,288
+29% +$1.19M 0.03% 334
2023
Q1 		$4.05M Buy
+143,797
New +$4.39M 0.02% 323

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return