Psagot Value Holdings’s SM Energy SM Stock Holding History

Psagot Value Holdings’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	–	Sell	-58	Closed	-$2K	–	612
2023 Q1	$2K	Buy	+58	New	+$1.77K	﹤0.01%	430

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

Psagot Value Holdings's SM Position: Q2 2023 in Review

Psagot Value Holdings sold out of SM Energy (SM) in Q2 2023, closing a stake of 58 shares — an estimated $2K sold.

Psagot Value Holdings first reported a position in SM in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

Psagot Value Holdings reported no remaining SM Energy position as of Q2 2023 after selling out during the quarter.
Psagot Value Holdings sold 58 SM Energy shares in Q2 2023, an estimated $2K.
Psagot Value Holdings first reported a position in SM Energy in Q1 2023 and held it in 1 quarter.
Psagot Value Holdings's SM Energy position peaked at $2K in Q1 2023.
307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.