Mercer Global Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.54M | Buy |
113,445
+32,228
| +40% | +$735K | 0.01% | 922 |
|
|
2025
Q4 | $1.52M | Sell |
81,217
-2,235
| -3% | -$45.3K | ﹤0.01% | 1245 |
|
|
2025
Q3 | $2.08M | Buy |
83,452
+2,553
| +3% | +$68.9K | ﹤0.01% | 1019 |
|
|
2025
Q2 | $2M | Buy |
80,899
+25,084
| +45% | +$607K | ﹤0.01% | 888 |
|
|
2025
Q1 | $1.67M | Sell |
55,815
-210
| -0.4% | -$7.53K | ﹤0.01% | 904 |
|
|
2024
Q4 | $2.17M | Sell |
56,025
-1,994
| -3% | -$84.2K | 0.01% | 800 |
|
|
2024
Q3 | $2.4M | Buy |
58,019
+699
| +1% | +$30.3K | 0.01% | 722 |
|
|
2024
Q2 | $2.48M | Buy |
57,320
+613
| +1% | +$30.1K | 0.01% | 664 |
|
|
2024
Q1 | $2.83M | Sell |
56,707
-2,446
| -4% | -$100K | 0.01% | 624 |
|
|
2023
Q4 | $2.29M | Sell |
59,153
-49
| -0.1% | -$1.89K | 0.01% | 704 |
|
|
2023
Q3 | $2.35M | Buy |
59,202
+1,450
| +3% | +$55K | 0.01% | 655 |
|
|
2023
Q2 | $1.83M | Sell |
57,752
-6,187
| -10% | -$175K | 0.01% | 755 |
|
|
2023
Q1 | $1.8M | Buy |
63,939
+5,793
| +10% | +$177K | 0.01% | 710 |
|
|
2022
Q4 | $2.02M | Sell |
58,146
-1,671
| -3% | -$69.5K | 0.01% | 684 |
|
|
2022
Q3 | $2.25M | Buy |
59,817
+1,072
| +2% | +$42.2K | 0.01% | 599 |
|
|
2022
Q2 | $2.01M | Buy |
58,745
+2,263
| +4% | +$92K | 0.01% | 612 |
|
|
2022
Q1 | $2.2M | Sell |
56,482
-22,907
| -29% | -$825K | 0.01% | 624 |
|
|
2021
Q4 | $2.34M | Sell |
79,389
-1,017
| -1% | -$31.7K | 0.01% | 571 |
|
|
2021
Q3 | $2.12M | Sell |
80,406
-4,816
| -6% | -$97.3K | 0.01% | 591 |
|
|
2021
Q2 | $2.1M | Sell |
85,222
-3,487
| -4% | -$67.6K | 0.02% | 550 |
|
|
2021
Q1 | $1.45M | Sell |
88,709
-10,116
| -10% | -$129K | 0.01% | 645 |
|
|
2020
Q4 | $605K | Buy |
98,825
+12,294
| +14% | +$41.5K | 0.01% | 793 |
|
|
2020
Q3 | $138K | Buy |
86,531
+8,901
| +11% | +$24.9K | ﹤0.01% | 1155 |
|
|
2020
Q2 | $291K | Buy |
77,630
+9,738
| +14% | +$31.9K | 0.01% | 861 |
|
|
2020
Q1 | $83K | Sell |
67,892
-132
| -0.2% | -$933 | ﹤0.01% | 1021 |
|
|
2019
Q4 | $765K | Buy |
68,024
+50
| +0.1% | +$450 | 0.02% | 595 |
|
|
2019
Q3 | $658K | Sell |
67,974
-617
| -0.9% | -$6.29K | 0.02% | 604 |
|
|
2019
Q2 | $859K | Sell |
68,591
-557
| -0.8% | -$8.08K | 0.02% | 507 |
|
|
2019
Q1 | $1.21M | Buy |
+69,148
| New | +$1.23M | 0.04% | 356 |
|
Other funds holding SM
VPM
AC
VCM
DSC
