Maverick Capital’s SM Energy SM Stock Holding History

Maverick Capital’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
2021 Q2	–	Sell	-72,076	Closed	-$1.18M	–	833
2021 Q1	$1.18M	Buy	+72,076	New	+$921K	0.01%	222
2018 Q4	–	Sell	-215,350	Closed	-$6.79M	–	293
2018 Q3	$6.79M	Sell	215,350 -60,040	-22%	-$1.72M	0.08%	131
2018 Q2	$7.08M	Sell	275,390 -121,220	-31%	-$2.83M	0.08%	138
2018 Q1	$7.15M	Buy	+396,610	New	+$8.57M	0.09%	149

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

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Maverick Capital's SM Position: Q2 2021 in Review

Maverick Capital sold out of SM Energy (SM) in Q2 2021, closing a stake of 72,076 shares — an estimated $1.18M sold.

Maverick Capital first reported a position in SM in Q1 2018 and held it in 4 quarters. The position peaked at $7.15M in Q1 2018. 224 funds tracked by Wall St. Rank hold SM as of Q2 2021.

Maverick Capital reported no remaining SM Energy position as of Q2 2021 after selling out during the quarter.
Maverick Capital sold 72,076 SM Energy shares in Q2 2021, an estimated $1.18M.
Maverick Capital first reported a position in SM Energy in Q1 2018 and held it in 4 quarters.
Maverick Capital's SM Energy position peaked at $7.15M in Q1 2018.
224 funds tracked by Wall St. Rank held SM Energy as of Q2 2021.

Based on Maverick Capital's 13F filing for Q2 2021, filed 16 Aug 2021.