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	$19.8M	Buy	495,800 +336,000	+210%	+$14.6M	0.04%	344
2024 Q2	$6.91M	Buy	+159,800	New	+$7.85M	0.02%	675
2024 Q1	–	Sell	-1,600	Closed	-$62K	–	4687
2023 Q4	$62K	Buy	+1,600	New	+$61.7K	﹤0.01%	3725
2023 Q3	–	Sell	-30,000	Closed	-$949K	–	4538
2023 Q2	$949K	Buy	30,000 +6,700	+29%	+$189K	﹤0.01%	1753
2023 Q1	$656K	Sell	23,300 -104,500	-82%	-$3.19M	﹤0.01%	2173
2022 Q4	$4.45M	Buy	127,800 +9,000	+8%	+$374K	0.03%	786
2022 Q3	$4.47M	Sell	118,800 -24,000	-17%	-$944K	0.02%	906
2022 Q2	$4.81M	Buy	142,800 +43,900	+44%	+$1.78M	0.01%	1413
2022 Q1	$3.85M	Buy	+98,900	New	+$3.56M	0.01%	1289
2019 Q1	–	Sell	-20,000	Closed	-$310K	–	4566
2018 Q4	$310K	Sell	20,000 -9,400	-32%	-$217K	﹤0.01%	2716
2018 Q3	$927K	Buy	+29,400	New	+$844K	﹤0.01%	2053

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.