Mariner’s Summit Midstream SMC Stock Holding History

Mariner’s Portfolio SMC Stock Details SMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,948	Closed	-$363K	–	3304
2024 Q1	$363K	Buy	+12,948	New	+$242K	﹤0.01%	2286

Other funds holding SMC

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

SCM

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mariner's SMC Position: Q2 2024 in Review

Mariner sold out of Summit Midstream (SMC) in Q2 2024, closing a stake of 12,948 shares — an estimated $363K sold.

Mariner first reported a position in SMC in Q1 2024 and held it in 1 quarter. The position peaked at $363K in Q1 2024. 35 funds tracked by Wall St. Rank hold SMC as of Q2 2024.

Mariner reported no remaining Summit Midstream position as of Q2 2024 after selling out during the quarter.
Mariner sold 12,948 Summit Midstream shares in Q2 2024, an estimated $363K.
Mariner first reported a position in Summit Midstream in Q1 2024 and held it in 1 quarter.
Mariner's Summit Midstream position peaked at $363K in Q1 2024.
35 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2024.

Based on Mariner's 13F filing for Q2 2024, filed 13 Aug 2024.