MIM
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Macroview Investment Management’s SM Energy SM Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-66
Closed -$2.64K – 467
2024
Q3 		$2.64K Hold
66
– – ﹤0.01% 446
2024
Q2 		$2.85K Sell
66
-44
-40% -$2.16K ﹤0.01% 447
2024
Q1 		$5.48K Hold
110
– – 0.01% 388
2023
Q4 		$4.25K Sell
110
-156
-59% -$6.02K 0.01% 418
2023
Q3 		$10.5K Buy
+266
New +$10.1K 0.01% 248
2022
Q4 		– Sell
-331
Closed -$12K – 515
2022
Q3 		$12K Buy
+331
New +$13K 0.02% 150
2022
Q2 		– Sell
-359
Closed -$14K – 515
2022
Q1 		$14K Buy
+359
New +$12.9K 0.02% 209

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Macroview Investment Management's SM Position: Q4 2024 in Review

Macroview Investment Management sold out of SM Energy (SM) in Q4 2024, closing a stake of 66 shares — an estimated $2.64K sold.

Macroview Investment Management first reported a position in SM in Q1 2022 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Macroview Investment Management reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 66 SM Energy shares in Q4 2024, an estimated $2.64K.
  • Macroview Investment Management first reported a position in SM Energy in Q1 2022 and held it in 7 quarters.
  • Macroview Investment Management's SM Energy position peaked at $14K in Q1 2022.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.