Kula Investments’s SM Energy SM Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-8,071	Closed	-$281K	–	830
2022 Q4	$281K	Buy	+8,071	New	+$336K	0.08%	409

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kula Investments's SM Position: Q1 2023 in Review

Kula Investments sold out of SM Energy (SM) in Q1 2023, closing a stake of 8,071 shares — an estimated $281K sold.

Kula Investments first reported a position in SM in Q4 2022 and held it in 1 quarter. The position peaked at $281K in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

Kula Investments reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 8,071 SM Energy shares in Q1 2023, an estimated $281K.
Kula Investments first reported a position in SM Energy in Q4 2022 and held it in 1 quarter.
Kula Investments's SM Energy position peaked at $281K in Q4 2022.
294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.