Polianta Ltd’s SM Energy SM Stock Holding History

Polianta Ltd’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 Q1	–	Sell	-16,700	Closed	-$581K	–	89
2022 Q4	$581K	Buy	+16,700	New	+$694K	0.43%	66
2022 Q2	–	Sell	-24,000	Closed	-$934K	–	94
2022 Q1	$934K	Sell	24,000 -15,500	-39%	-$559K	0.61%	40
2021 Q4	$1.16M	Buy	+39,500	New	+$1.23M	0.5%	61

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

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

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

FCM

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

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

RRAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Polianta Ltd's SM Position: Q1 2023 in Review

Polianta Ltd sold out of SM Energy (SM) in Q1 2023, closing a stake of 16,700 shares — an estimated $581K sold.

Polianta Ltd first reported a position in SM in Q4 2021 and held it in 3 quarters. The position peaked at $1.16M in Q4 2021. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

Polianta Ltd reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
Polianta Ltd sold 16,700 SM Energy shares in Q1 2023, an estimated $581K.
Polianta Ltd first reported a position in SM Energy in Q4 2021 and held it in 3 quarters.
Polianta Ltd's SM Energy position peaked at $1.16M in Q4 2021.
294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Polianta Ltd's 13F filing for Q1 2023, filed 4 Apr 2023.