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Seven Eight Capital’s SM Energy SM Stock Holding History

Seven Eight 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
-67,946
Closed -$2.72M – 539
2024
Q3 		$2.72M Buy
67,946
+56,955
+518% +$2.47M 0.24% 113
2024
Q2 		$475K Buy
+10,991
New +$540K 0.05% 532
2024
Q1 		– Sell
-21,992
Closed -$852K – 802
2023
Q4 		$852K Buy
+21,992
New +$848K 0.1% 299
2021
Q3 		– Sell
-12,593
Closed -$310K – 710
2021
Q2 		$310K Buy
+12,593
New +$244K 0.04% 497
2020
Q1 		– Sell
-40,580
Closed -$456K – 679
2019
Q4 		$456K Sell
40,580
-143,900
-78% -$1.3M 0.02% 540
2019
Q3 		$1.79M Buy
184,480
+154,916
+524% +$1.58M 0.09% 318
2019
Q2 		$370K Buy
+29,564
New +$429K 0.02% 519
2018
Q4 		– Sell
-15,814
Closed -$499K – 694
2018
Q3 		$499K Buy
+15,814
New +$454K 0.03% 458
2017
Q1 		– Sell
-14,900
Closed -$514K – 666
2016
Q4 		$514K Buy
14,900
+3,600
+32% +$130K 0.1% 286
2016
Q3 		$436K Buy
+11,300
New +$362K 0.13% 222
2016
Q2 		– Sell
-3,500
Closed -$66K – 657
2016
Q1 		$66K Buy
+3,500
New +$48.3K 0.03% 423
2015
Q4 		– Sell
-346
Closed -$11K – 666
2015
Q3 		$11K Buy
+346
New +$12.6K 0.01% 444
2015
Q1 		– Sell
-2,646
Closed -$102K – 650
2014
Q4 		$102K Buy
+2,646
New +$133K 0.17% 185
2014
Q1 		– Sell
-1,400
Closed -$116K – 474
2013
Q4 		$116K Buy
+1,400
New +$119K 0.13% 250

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

Seven Eight Capital's SM Position: Q4 2024 in Review

Seven Eight Capital sold out of SM Energy (SM) in Q4 2024, closing a stake of 67,946 shares — an estimated $2.72M sold.

Seven Eight Capital first reported a position in SM in Q4 2013 and held it in 14 quarters. The position peaked at $2.72M in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Seven Eight Capital reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 67,946 SM Energy shares in Q4 2024, an estimated $2.72M.
  • Seven Eight Capital first reported a position in SM Energy in Q4 2013 and held it in 14 quarters.
  • Seven Eight Capital's SM Energy position peaked at $2.72M in Q3 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.