SBCM
SM icon

Schwerin Boyle Capital Management’s SM Energy SM Stock Holding History

Schwerin Boyle Capital Management’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
Q1 		– Sell
-95,000
Closed -$3.68M – 53
2023
Q4 		$3.68M Hold
95,000
– – 0.41% 42
2023
Q3 		$3.77M Buy
+95,000
New +$3.6M 0.44% 38
2013
Q4 		– Sell
-25,000
Closed -$1.93M – 67
2013
Q3 		$1.93M Sell
25,000
-31,300
-56% -$2.17M 0.29% 58
2013
Q2 		$3.38M Buy
+56,300
New +$3.43M 0.54% 41

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schwerin Boyle Capital Management's SM Position: Q1 2024 in Review

Schwerin Boyle Capital Management sold out of SM Energy (SM) in Q1 2024, closing a stake of 95,000 shares — an estimated $3.68M sold.

Schwerin Boyle Capital Management first reported a position in SM in Q2 2013 and held it in 4 quarters. The position peaked at $3.77M in Q3 2023. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • Schwerin Boyle Capital Management reported no remaining SM Energy position as of Q1 2024 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 95,000 SM Energy shares in Q1 2024, an estimated $3.68M.
  • Schwerin Boyle Capital Management first reported a position in SM Energy in Q2 2013 and held it in 4 quarters.
  • Schwerin Boyle Capital Management's SM Energy position peaked at $3.77M in Q3 2023.
  • 390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2024, filed 14 May 2024.