Nokomis Capital’s SM Energy SM Stock Holding History

Nokomis Capital’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
2023 Q3	–	Sell	-93,628	Closed	-$2.96M	–	62
2023 Q2	$2.96M	Buy	93,628 +84,828	+964%	+$2.4M	1%	30
2023 Q1	$248K	Buy	+8,800	New	+$268K	0.1%	47

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nokomis Capital's SM Position: Q3 2023 in Review

Nokomis Capital sold out of SM Energy (SM) in Q3 2023, closing a stake of 93,628 shares — an estimated $2.96M sold.

Nokomis Capital first reported a position in SM in Q1 2023 and held it in 2 quarters. The position peaked at $2.96M in Q2 2023. 371 funds tracked by Wall St. Rank hold SM as of Q3 2023.

Nokomis Capital reported no remaining SM Energy position as of Q3 2023 after selling out during the quarter.
Nokomis Capital sold 93,628 SM Energy shares in Q3 2023, an estimated $2.96M.
Nokomis Capital first reported a position in SM Energy in Q1 2023 and held it in 2 quarters.
Nokomis Capital's SM Energy position peaked at $2.96M in Q2 2023.
371 funds tracked by Wall St. Rank held SM Energy as of Q3 2023.

Based on Nokomis Capital's 13F filing for Q3 2023, filed 14 Nov 2023.