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Numerai’s SM Energy SM Stock Holding History

Numerai’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
2025
Q1 		– Sell
-5,360
Closed -$208K – 585
2024
Q4 		$208K Buy
+5,360
New +$226K 0.06% 354
2023
Q4 		– Sell
-7,987
Closed -$317K – 307
2023
Q3 		$317K Sell
7,987
-56,231
-88% -$2.13M 0.11% 174
2023
Q2 		$2.03M Sell
64,218
-23,192
-27% -$655K 0.41% 73
2023
Q1 		$2.46M Buy
+87,410
New +$2.67M 0.82% 33

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Numerai's SM Position: Q1 2025 in Review

Numerai sold out of SM Energy (SM) in Q1 2025, closing a stake of 5,360 shares — an estimated $208K sold.

Numerai first reported a position in SM in Q1 2023 and held it in 4 quarters. The position peaked at $2.46M in Q1 2023. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Numerai reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Numerai sold 5,360 SM Energy shares in Q1 2025, an estimated $208K.
  • Numerai first reported a position in SM Energy in Q1 2023 and held it in 4 quarters.
  • Numerai's SM Energy position peaked at $2.46M in Q1 2023.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Numerai's 13F filing for Q1 2025, filed 15 May 2025.