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Systematic Financial Management’s SM Energy SM Stock Holding History

Systematic Financial 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
Q4 		– Sell
-9,641
Closed -$385K – 318
2024
Q3 		$385K Buy
+9,641
New +$418K 0.01% 289
2019
Q4 		– Sell
-53,755
Closed -$521K – 567
2019
Q3 		$521K Sell
53,755
-8,905
-14% -$90.8K 0.02% 377
2019
Q2 		$785K Sell
62,660
-15,750
-20% -$229K 0.03% 461
2019
Q1 		$1.37M Buy
78,410
+6,015
+8% +$107K 0.05% 298
2018
Q4 		$1.12M Buy
72,395
+22,880
+46% +$529K 0.03% 402
2018
Q3 		$1.56M Sell
49,515
-9,090
-16% -$261K 0.04% 314
2018
Q2 		$1.51M Sell
58,605
-1,270,104
-96% -$29.7M 0.04% 323
2018
Q1 		$24M Buy
1,328,709
+1,041
+0.1% +$22.5K 0.53% 46
2017
Q4 		$29.3M Sell
1,327,668
-55,179
-4% -$1.11M 0.59% 45
2017
Q3 		$24.5M Sell
1,382,847
-131,445
-9% -$2.05M 0.5% 61
2017
Q2 		$25M Buy
1,514,292
+208,114
+16% +$4.13M 0.46% 60
2017
Q1 		$31.4M Buy
1,306,178
+164,226
+14% +$4.55M 0.56% 51
2016
Q4 		$39.4M Buy
+1,141,952
New +$41.3M 0.63% 34
2014
Q1 		– Sell
-223,654
Closed -$18.6M – 723
2013
Q4 		$18.6M Sell
223,654
-10,223
-4% -$872K 0.14% 170
2013
Q3 		$18.1M Buy
233,877
+1,874
+0.8% +$130K 0.14% 156
2013
Q2 		$13.9M Buy
+232,003
New +$14.1M 0.12% 174

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

Systematic Financial Management's SM Position: Q4 2024 in Review

Systematic Financial Management sold out of SM Energy (SM) in Q4 2024, closing a stake of 9,641 shares — an estimated $385K sold.

Systematic Financial Management first reported a position in SM in Q2 2013 and held it in 16 quarters. The position peaked at $39.4M in Q4 2016. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Systematic Financial Management reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 9,641 SM Energy shares in Q4 2024, an estimated $385K.
  • Systematic Financial Management first reported a position in SM Energy in Q2 2013 and held it in 16 quarters.
  • Systematic Financial Management's SM Energy position peaked at $39.4M in Q4 2016.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.