PMEF
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Point72 Middle East FZE’s SM Energy SM Stock Holding History

Point72 Middle East FZE’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
Q4 		– Sell
-69,276
Closed -$2.75M – 1849
2023
Q3 		$2.75M Buy
+69,276
New +$2.63M 0.09% 272
2023
Q1 		– Sell
-6,228
Closed -$217K – 2157
2022
Q4 		$217K Buy
+6,228
New +$259K 0.01% 1023

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Point72 Middle East FZE's SM Position: Q4 2023 in Review

Point72 Middle East FZE sold out of SM Energy (SM) in Q4 2023, closing a stake of 69,276 shares — an estimated $2.75M sold.

Point72 Middle East FZE first reported a position in SM in Q4 2022 and held it in 2 quarters. The position peaked at $2.75M in Q3 2023. 370 funds tracked by Wall St. Rank hold SM as of Q4 2023.

  • Point72 Middle East FZE reported no remaining SM Energy position as of Q4 2023 after selling out during the quarter.
  • Point72 Middle East FZE sold 69,276 SM Energy shares in Q4 2023, an estimated $2.75M.
  • Point72 Middle East FZE first reported a position in SM Energy in Q4 2022 and held it in 2 quarters.
  • Point72 Middle East FZE's SM Energy position peaked at $2.75M in Q3 2023.
  • 370 funds tracked by Wall St. Rank held SM Energy as of Q4 2023.

Based on Point72 Middle East FZE's 13F filing for Q4 2023, filed 14 Feb 2024.