Lido Advisors
SM icon

Lido Advisors’s SM Energy SM Stock Holding History

Lido 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
Q3 		– Sell
-6,826
Closed -$295K – 1549
2024
Q2 		$295K Sell
6,826
-466
-6% -$22.9K ﹤0.01% 1135
2024
Q1 		$364K Buy
7,292
+398
+6% +$16.3K ﹤0.01% 1004
2023
Q4 		$267K Buy
+6,894
New +$266K ﹤0.01% 1087
2023
Q1 		– Sell
-11,360
Closed -$396K – 1238
2022
Q4 		$396K Buy
11,360
+832
+8% +$34.6K ﹤0.01% 692
2022
Q3 		$395K Buy
+10,528
New +$414K 0.01% 623

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lido Advisors's SM Position: Q3 2024 in Review

Lido Advisors sold out of SM Energy (SM) in Q3 2024, closing a stake of 6,826 shares — an estimated $295K sold.

Lido Advisors first reported a position in SM in Q3 2022 and held it in 5 quarters. The position peaked at $396K in Q4 2022. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • Lido Advisors reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 6,826 SM Energy shares in Q3 2024, an estimated $295K.
  • Lido Advisors first reported a position in SM Energy in Q3 2022 and held it in 5 quarters.
  • Lido Advisors's SM Energy position peaked at $396K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.