Mach-1 Financial Group’s SM Energy SM Stock Holding History

Mach-1 Financial Group’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 Q4	–	Sell	-13,021	Closed	-$516K	–	273
2023 Q3	$516K	Buy	+13,021	New	+$494K	0.21%	104

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mach-1 Financial Group's SM Position: Q4 2023 in Review

Mach-1 Financial Group sold out of SM Energy (SM) in Q4 2023, closing a stake of 13,021 shares — an estimated $516K sold.

Mach-1 Financial Group first reported a position in SM in Q3 2023 and held it in 1 quarter. The position peaked at $516K in Q3 2023. 370 funds tracked by Wall St. Rank hold SM as of Q4 2023.

Mach-1 Financial Group reported no remaining SM Energy position as of Q4 2023 after selling out during the quarter.
Mach-1 Financial Group sold 13,021 SM Energy shares in Q4 2023, an estimated $516K.
Mach-1 Financial Group first reported a position in SM Energy in Q3 2023 and held it in 1 quarter.
Mach-1 Financial Group's SM Energy position peaked at $516K in Q3 2023.
370 funds tracked by Wall St. Rank held SM Energy as of Q4 2023.

Based on Mach-1 Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.