Mendota Financial Group’s SM Energy SM Stock Holding History

Mendota 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
2024 Q4	–	Sell	-4	Closed	-$160	–	1042
2024 Q3	$160	Buy	+4	New	+$174	﹤0.01%	720

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Mendota Financial Group's SM Position: Q4 2024 in Review

Mendota Financial Group sold out of SM Energy (SM) in Q4 2024, closing a stake of 4 shares — an estimated $160 sold.

Mendota Financial Group first reported a position in SM in Q3 2024 and held it in 1 quarter. The position peaked at $160 in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

Mendota Financial Group reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 4 SM Energy shares in Q4 2024, an estimated $160.
Mendota Financial Group first reported a position in SM Energy in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's SM Energy position peaked at $160 in Q3 2024.
426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.