NRD
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Nebula Research & Development’s SM Energy SM Stock Holding History

Nebula Research & Development’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
-10,503
Closed -$454K – 1147
2024
Q2 		$454K Buy
+10,503
New +$516K 0.07% 463
2023
Q4 		– Sell
-7,505
Closed -$298K – 856
2023
Q3 		$298K Buy
+7,505
New +$285K 0.16% 278

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nebula Research & Development's SM Position: Q3 2024 in Review

Nebula Research & Development sold out of SM Energy (SM) in Q3 2024, closing a stake of 10,503 shares — an estimated $454K sold.

Nebula Research & Development first reported a position in SM in Q3 2023 and held it in 2 quarters. The position peaked at $454K in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • Nebula Research & Development reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 10,503 SM Energy shares in Q3 2024, an estimated $454K.
  • Nebula Research & Development first reported a position in SM Energy in Q3 2023 and held it in 2 quarters.
  • Nebula Research & Development's SM Energy position peaked at $454K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.