Mather Group’s SM Energy SM Stock Holding History

Mather 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
2024 Q3	–	Sell	-1,014	Closed	-$50.5K	–	2132
2024 Q2	$50.5K	Buy	+1,014	New	+$49.8K	﹤0.01%	994

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Mather Group's SM Position: Q3 2024 in Review

Mather Group sold out of SM Energy (SM) in Q3 2024, closing a stake of 1,014 shares — an estimated $50.5K sold.

Mather Group first reported a position in SM in Q2 2024 and held it in 1 quarter. The position peaked at $50.5K in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

Mather Group reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
Mather Group sold 1,014 SM Energy shares in Q3 2024, an estimated $50.5K.
Mather Group first reported a position in SM Energy in Q2 2024 and held it in 1 quarter.
Mather Group's SM Energy position peaked at $50.5K in Q2 2024.
420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.