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Stonehage Fleming Financial Services’s SM Energy SM Stock Holding History

Stonehage Fleming Financial Services’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
-2,670
Closed -$107K – 235
2024
Q3 		$107K Hold
2,670
– – ﹤0.01% 153
2024
Q2 		$115K Buy
+2,670
New +$131K ﹤0.01% 149
2024
Q1 		– Sell
-2,670
Closed -$103K – 255
2023
Q4 		$103K Buy
+2,670
New +$103K ﹤0.01% 146

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

Stonehage Fleming Financial Services's SM Position: Q4 2024 in Review

Stonehage Fleming Financial Services sold out of SM Energy (SM) in Q4 2024, closing a stake of 2,670 shares — an estimated $107K sold.

Stonehage Fleming Financial Services first reported a position in SM in Q4 2023 and held it in 3 quarters. The position peaked at $115K in Q2 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Stonehage Fleming Financial Services reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 2,670 SM Energy shares in Q4 2024, an estimated $107K.
  • Stonehage Fleming Financial Services first reported a position in SM Energy in Q4 2023 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's SM Energy position peaked at $115K in Q2 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2024, filed 22 Jan 2025.