Jain Global’s SM Energy SM Stock Holding History

Jain Global’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	–	Sell	-60,884	Closed	-$1.14M	–	1615
2025 Q4	$1.14M	Buy	+60,884	New	+$1.23M	0.01%	693
2025 Q2	–	Sell	-242,750	Closed	-$7.27M	–	1583
2025 Q1	$7.27M	Buy	+242,750	New	+$8.71M	0.09%	172

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jain Global's SM Position: Q1 2026 in Review

Jain Global sold out of SM Energy (SM) in Q1 2026, closing a stake of 60,884 shares — an estimated $1.14M sold.

Jain Global first reported a position in SM in Q1 2025 and held it in 2 quarters. The position peaked at $7.27M in Q1 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Jain Global reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
Jain Global sold 60,884 SM Energy shares in Q1 2026, an estimated $1.14M.
Jain Global first reported a position in SM Energy in Q1 2025 and held it in 2 quarters.
Jain Global's SM Energy position peaked at $7.27M in Q1 2025.
514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.