Pictet Asset Management (Switzerland)’s SM Energy SM Stock Holding History

Pictet Asset Management (Switzerland)’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	$409K	Sell	12,923 -1,948	-13%	-$55K	﹤0.01%	1343
2023 Q1	$419K	Hold	14,871	–	–	﹤0.01%	1337
2022 Q4	$518K	Buy	14,871 +7,365	+98%	+$306K	﹤0.01%	1231
2022 Q3	$282K	Hold	7,506	–	–	﹤0.01%	1264
2022 Q2	$257K	Hold	7,506	–	–	﹤0.01%	1342
2022 Q1	$292K	Hold	7,506	–	–	﹤0.01%	1381
2021 Q4	$221K	Buy	+7,506	New	+$234K	﹤0.01%	1556

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pictet Asset Management (Switzerland)'s SM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its SM Energy (SM) stake by 13% in Q2 2023, selling an estimated $55K and leaving 12,923 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Pictet Asset Management (Switzerland) first reported a position in SM in Q4 2021 and has held it in 7 quarters since. The position peaked at $518K in Q4 2022. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

Pictet Asset Management (Switzerland) held 12,923 shares of SM Energy worth $409K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,948 SM Energy shares in Q2 2023, an estimated $55K.
SM Energy made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1343 holding.
Pictet Asset Management (Switzerland) first reported a position in SM Energy in Q4 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s SM Energy position peaked at $518K in Q4 2022.
307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.