P
SM icon

Pitcairn’s SM Energy SM Stock Holding History

Pitcairn’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
Q4 		– Sell
-13,562
Closed -$339K – 485
2025
Q3 		$339K Sell
13,562
-1,203
-8% -$32.4K 0.03% 465
2025
Q2 		$365K Sell
14,765
-3,685
-20% -$89.2K 0.02% 500
2025
Q1 		$553K Sell
18,450
-2,764
-13% -$99.1K 0.03% 402
2024
Q4 		$822K Buy
21,214
+168
+0.8% +$7.09K 0.05% 293
2024
Q3 		$841K Buy
21,046
+4,734
+29% +$205K 0.05% 300
2024
Q2 		$705K Buy
16,312
+843
+5% +$41.4K 0.04% 337
2024
Q1 		$771K Buy
15,469
+2,612
+20% +$107K 0.05% 305
2023
Q4 		$498K Buy
12,857
+1,611
+14% +$62.1K 0.04% 401
2023
Q3 		$446K Buy
11,246
+1,145
+11% +$43.4K 0.04% 396
2023
Q2 		$319K Buy
+10,101
New +$285K 0.03% 493

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return