JIM
SM icon

JB Investments Management’s SM Energy SM Stock Holding History

JB Investments 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
2022
Q2 		– Sell
-2,263,678
Closed -$88.2M – 7
2022
Q1 		$88.2M Sell
2,263,678
-2,789,973
-55% -$101M 11.56% 5
2021
Q4 		$149M Buy
5,053,651
+49,933
+1% +$1.56M 7.01% 6
2021
Q3 		$132M Buy
5,003,718
+92,574
+2% +$1.87M 6.58% 6
2021
Q2 		$121M Buy
4,911,144
+156,557
+3% +$3.03M 6.18% 6
2021
Q1 		$77.8M Buy
+4,754,587
New +$60.8M 5.64% 6

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

JB Investments Management's SM Position: Q2 2022 in Review

JB Investments Management sold out of SM Energy (SM) in Q2 2022, closing a stake of 2,263,678 shares — an estimated $88.2M sold.

JB Investments Management first reported a position in SM in Q1 2021 and held it in 5 quarters. The position peaked at $149M in Q4 2021. 308 funds tracked by Wall St. Rank hold SM as of Q2 2022.

  • JB Investments Management reported no remaining SM Energy position as of Q2 2022 after selling out during the quarter.
  • JB Investments Management sold 2,263,678 SM Energy shares in Q2 2022, an estimated $88.2M.
  • JB Investments Management first reported a position in SM Energy in Q1 2021 and held it in 5 quarters.
  • JB Investments Management's SM Energy position peaked at $149M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held SM Energy as of Q2 2022.

Based on JB Investments Management's 13F filing for Q2 2022.