PEAK6 Investments’s SM Energy SM Stock Holding History

PEAK6 Investments’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	$99.9K	Sell	2,500 -69,600	-97%	-$3.02M	﹤0.01%	2988
2024 Q2	$3.12M	Sell	72,100 -23,700	-25%	-$1.16M	0.01%	1092
2024 Q1	$4.78M	Buy	95,800 +95,700	+95,700%	+$3.91M	0.01%	858
2023 Q4	$3.87K	Sell	100 -5,800	-98%	-$224K	﹤0.01%	3986
2023 Q3	$234K	Buy	+5,900	New	+$224K	﹤0.01%	2962
2023 Q2	–	Sell	-81,100	Closed	-$2.28M	–	4636
2023 Q1	$2.28M	Sell	81,100 -156,500	-66%	-$4.77M	0.01%	1195
2022 Q4	$8.28M	Sell	237,600 -16,700	-7%	-$694K	0.05%	454
2022 Q3	$9.56M	Buy	254,300 +18,700	+8%	+$736K	0.04%	473
2022 Q2	$8.05M	Buy	235,600 +188,600	+401%	+$7.66M	0.02%	999
2022 Q1	$1.83M	Buy	+47,000	New	+$1.69M	﹤0.01%	1938
2021 Q3	–	Sell	-30,000	Closed	-$739K	–	5733
2021 Q2	$739K	Buy	+30,000	New	+$581K	﹤0.01%	2868
2019 Q1	–	Sell	-1,400	Closed	-$22K	–	4565
2018 Q4	$22K	Hold	1,400	–	–	﹤0.01%	3766
2018 Q3	$44K	Buy	+1,400	New	+$40.2K	﹤0.01%	3784

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PEAK6 Investments's SM Position: Q3 2024 in Review

PEAK6 Investments increased its SM Energy (SM) stake by 2,841% in Q3 2024, buying an estimated $2.68M and bringing the position to 64,005 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1357.

PEAK6 Investments first reported a position in SM in Q3 2018 and has held it in 12 quarters since. The position peaked at $4.42M in Q1 2022. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

PEAK6 Investments held 64,005 shares of SM Energy worth $2.56M as of Q3 2024.
PEAK6 Investments bought 61,829 SM Energy shares in Q3 2024, an estimated $2.68M.
SM Energy made up 0.01% of PEAK6 Investments's portfolio in Q3 2024, its #1357 holding.
PEAK6 Investments first reported a position in SM Energy in Q3 2018 and has held it in 12 quarters since.
PEAK6 Investments's SM Energy position peaked at $4.42M in Q1 2022.
420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.