SJS Investment Consulting’s SM Energy SM Stock Holding History

SJS Investment Consulting’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	$3.18K	Buy	+102	New	+$2.33K	﹤0.01%	1165
2025 Q4	–	Sell	-146	Closed	-$3.65K	–	2143
2025 Q3	$3.65K	Buy	+146	New	+$3.94K	﹤0.01%	740
2025 Q2	–	Sell	-20	Closed	-$599	–	1644
2025 Q1	$599	Sell	20 -5	-20%	-$179	﹤0.01%	1184
2024 Q4	$969	Hold	25	–	–	﹤0.01%	1009
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	1070
2024 Q2	$1.08K	Hold	25	–	–	﹤0.01%	998
2024 Q1	$1.25K	Sell	25 -3	-11%	-$123	﹤0.01%	952
2023 Q4	$1.08K	Buy	28 +2	+8%	+$77	﹤0.01%	924
2023 Q3	$1.03K	Buy	26 +6	+30%	+$227	﹤0.01%	922
2023 Q2	$633	Buy	+20	New	+$565	﹤0.01%	1071
2023 Q1	–	Sell	-22	Closed	-$766	–	1623
2022 Q4	$766	Buy	22 +2	+10%	+$83	﹤0.01%	1065
2022 Q3	$0	Buy	+20	New	+$787	﹤0.01%	1506

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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