QC
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Quantedge Capital’s SM Energy SM Stock Holding History

Quantedge Capital’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
2024
Q4 		– Sell
-10,300
Closed -$412K – 196
2024
Q3 		$412K Sell
10,300
-64,000
-86% -$2.78M 0.12% 137
2024
Q2 		$3.21M Buy
74,300
+55,200
+289% +$2.71M 1.16% 25
2024
Q1 		$952K Sell
19,100
-54,900
-74% -$2.24M 0.4% 59
2023
Q4 		$2.87M Buy
+74,000
New +$2.85M 1.4% 23
2023
Q1 		– Sell
-32,300
Closed -$1.13M – 171
2022
Q4 		$1.13M Sell
32,300
-76,300
-70% -$3.17M 0.38% 75
2022
Q3 		$4.08M Sell
108,600
-98,700
-48% -$3.88M 1.26% 21
2022
Q2 		$7.09M Buy
207,300
+5,100
+3% +$207K 1.43% 14
2022
Q1 		$7.88M Buy
202,200
+71,500
+55% +$2.58M 2.33% 4
2021
Q4 		$3.85M Buy
+130,700
New +$4.08M 1.63% 9

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Quantedge Capital's SM Position: Q4 2024 in Review

Quantedge Capital sold out of SM Energy (SM) in Q4 2024, closing a stake of 10,300 shares — an estimated $412K sold.

Quantedge Capital first reported a position in SM in Q4 2021 and held it in 9 quarters. The position peaked at $7.88M in Q1 2022. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Quantedge Capital reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Quantedge Capital sold 10,300 SM Energy shares in Q4 2024, an estimated $412K.
  • Quantedge Capital first reported a position in SM Energy in Q4 2021 and held it in 9 quarters.
  • Quantedge Capital's SM Energy position peaked at $7.88M in Q1 2022.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Quantedge Capital's 13F filing for Q4 2024, filed 14 Feb 2025.