SA
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Sanctuary Advisors’s SM Energy SM Stock Holding History

Sanctuary Advisors’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
2026
Q1 		$284K Buy
+9,122
New +$208K ﹤0.01% 2126
2025
Q4 		– Sell
-10,401
Closed -$260K – 2559
2025
Q3 		$260K Sell
10,401
-2,534
-20% -$68.3K ﹤0.01% 2088
2025
Q2 		$320K Sell
12,935
-6,926
-35% -$168K ﹤0.01% 1878
2025
Q1 		$595K Sell
19,861
-48,207
-71% -$1.73M ﹤0.01% 1423
2024
Q4 		$2.7M Buy
68,068
+34,895
+105% +$1.47M 0.02% 743
2024
Q3 		$1.53M Buy
33,173
+1,774
+6% +$77K 0.01% 1028
2024
Q2 		$1.6M Buy
+31,399
New +$1.54M 0.01% 934

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VPM
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AC
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VCM
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Dimensional Fund Advisors
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American Century Companies
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return