OPS
SM icon

Orion Portfolio Solutions’s SM Energy SM Stock Holding History

Orion Portfolio Solutions’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 		$248K Sell
8,271
-1,010
-11% -$36.2K ﹤0.01% 1716
2024
Q4 		$360K Sell
9,281
-5,568
-37% -$235K ﹤0.01% 1471
2024
Q3 		$594K Sell
14,849
-13,353
-47% -$579K 0.01% 1276
2024
Q2 		$1.22M Sell
28,202
-2,516
-8% -$124K 0.01% 892
2024
Q1 		$1.53M Sell
30,718
-7,125
-19% -$291K 0.02% 786
2023
Q4 		$1.45M Buy
37,843
+6,133
+19% +$237K 0.02% 781
2023
Q3 		$1.26M Sell
31,710
-13,634
-30% -$517K 0.02% 822
2023
Q2 		$1.43M Buy
45,344
+12,963
+40% +$366K 0.02% 798
2023
Q1 		$912K Buy
+32,381
New +$988K 0.01% 913
2020
Q3 		– Sell
-112
Closed – – 1785
2020
Q2 		$0 Sell
112
-72
-39% -$236 ﹤0.01% 2438
2020
Q1 		$0 Buy
184
+39
+27% +$276 ﹤0.01% 2268
2019
Q4 		$2K Buy
+145
New +$1.31K ﹤0.01% 1553

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