Mizuho Securities USA’s SM Energy SM Stock Holding History

Mizuho Securities USA’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
2022 Q4	–	Sell	-6,449	Closed	-$243K	–	209
2022 Q3	$243K	Buy	+6,449	New	+$254K	0.03%	183

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mizuho Securities USA's SM Position: Q4 2022 in Review

Mizuho Securities USA sold out of SM Energy (SM) in Q4 2022, closing a stake of 6,449 shares — an estimated $243K sold.

Mizuho Securities USA first reported a position in SM in Q3 2022 and held it in 1 quarter. The position peaked at $243K in Q3 2022. 342 funds tracked by Wall St. Rank hold SM as of Q4 2022.

Mizuho Securities USA reported no remaining SM Energy position as of Q4 2022 after selling out during the quarter.
Mizuho Securities USA sold 6,449 SM Energy shares in Q4 2022, an estimated $243K.
Mizuho Securities USA first reported a position in SM Energy in Q3 2022 and held it in 1 quarter.
Mizuho Securities USA's SM Energy position peaked at $243K in Q3 2022.
342 funds tracked by Wall St. Rank held SM Energy as of Q4 2022.

Based on Mizuho Securities USA's 13F filing for Q4 2022, filed 3 Feb 2023.