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KLR Investment Advisors’s SM Energy SM Stock Holding History

KLR Investment 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
2024
Q1 		$323K Sell
6,596
-612
-8% -$25K 0.23% 131
2023
Q4 		$279K Buy
+7,208
New +$278K 0.2% 152

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KLR Investment Advisors's SM Position: Q1 2024 in Review

KLR Investment Advisors reduced its SM Energy (SM) stake by 8.5% in Q1 2024, selling an estimated $25K and leaving 6,596 shares worth $323K. The position accounts for 0.23% of the portfolio, ranked #131.

KLR Investment Advisors first reported a position in SM in Q4 2023 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • KLR Investment Advisors held 6,596 shares of SM Energy worth $323K as of Q1 2024.
  • KLR Investment Advisors sold 612 SM Energy shares in Q1 2024, an estimated $25K.
  • SM Energy made up 0.23% of KLR Investment Advisors's portfolio in Q1 2024, its #131 holding.
  • KLR Investment Advisors first reported a position in SM Energy in Q4 2023 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.