Metis Global Partners’s SM Energy SM Stock Holding History

Metis Global Partners’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	-5,411	Closed	-$234K	–	799
2024 Q2	$234K	Hold	5,411	–	–	0.01%	695
2024 Q1	$270K	Buy	+5,411	New	+$221K	0.01%	671

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

Metis Global Partners's SM Position: Q3 2024 in Review

Metis Global Partners sold out of SM Energy (SM) in Q3 2024, closing a stake of 5,411 shares — an estimated $234K sold.

Metis Global Partners first reported a position in SM in Q1 2024 and held it in 2 quarters. The position peaked at $270K in Q1 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

Metis Global Partners reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
Metis Global Partners sold 5,411 SM Energy shares in Q3 2024, an estimated $234K.
Metis Global Partners first reported a position in SM Energy in Q1 2024 and held it in 2 quarters.
Metis Global Partners's SM Energy position peaked at $270K in Q1 2024.
420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Metis Global Partners's 13F filing for Q3 2024, filed 6 Nov 2024.