PDIP
SM icon

Palo Duro Investment Partners’s SM Energy SM Stock Holding History

Palo Duro Investment 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
2023
Q2 		– Sell
-828,903
Closed -$23.3M – 8
2023
Q1 		$23.3M Buy
+828,903
New +$25.3M 7.73% 6

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Palo Duro Investment Partners's SM Position: Q2 2023 in Review

Palo Duro Investment Partners sold out of SM Energy (SM) in Q2 2023, closing a stake of 828,903 shares — an estimated $23.3M sold.

Palo Duro Investment Partners first reported a position in SM in Q1 2023 and held it in 1 quarter. The position peaked at $23.3M in Q1 2023. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

  • Palo Duro Investment Partners reported no remaining SM Energy position as of Q2 2023 after selling out during the quarter.
  • Palo Duro Investment Partners sold 828,903 SM Energy shares in Q2 2023, an estimated $23.3M.
  • Palo Duro Investment Partners first reported a position in SM Energy in Q1 2023 and held it in 1 quarter.
  • Palo Duro Investment Partners's SM Energy position peaked at $23.3M in Q1 2023.
  • 307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

Based on Palo Duro Investment Partners's 13F filing for Q2 2023, filed 7 Aug 2023.