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Moody Aldrich Partners’s SM Energy SM Stock Holding History

Moody Aldrich 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
2026
Q1 		$5.5M Buy
176,512
+43,803
+33% +$999K 0.99% 35
2025
Q4 		$2.48M Sell
132,709
-14,435
-10% -$292K 0.46% 94
2025
Q3 		$3.67M Sell
147,144
-29,901
-17% -$806K 0.7% 75
2025
Q2 		$4.37M Buy
177,045
+41,987
+31% +$1.02M 0.85% 56
2025
Q1 		$4.04M Buy
135,058
+2,791
+2% +$100K 0.85% 52
2024
Q4 		$5.13M Buy
132,267
+31,582
+31% +$1.33M 0.95% 34
2024
Q3 		$4.02M Buy
+100,685
New +$4.37M 0.73% 64

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return