UBS Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.8M | Buy |
2,079,848
+1,413,778
| +212% | +$32.3M | 0.01% | 1382 |
|
|
2025
Q4 | $12.5M | Buy |
666,070
+124,448
| +23% | +$2.52M | ﹤0.01% | 3060 |
|
|
2025
Q3 | $13.5M | Buy |
541,622
+221,406
| +69% | +$5.97M | ﹤0.01% | 2974 |
|
|
2025
Q2 | $7.91M | Sell |
320,216
-140,828
| -31% | -$3.41M | ﹤0.01% | 3357 |
|
|
2025
Q1 | $13.8M | Sell |
461,044
-12,719
| -3% | -$456K | ﹤0.01% | 2722 |
|
|
2024
Q4 | $18.4M | Buy |
473,763
+333,662
| +238% | +$14.1M | ﹤0.01% | 2418 |
|
|
2024
Q3 | $5.6M | Buy |
140,101
+17,229
| +14% | +$747K | ﹤0.01% | 2960 |
|
|
2024
Q2 | $5.31M | Sell |
122,872
-70,044
| -36% | -$3.44M | ﹤0.01% | 2822 |
|
|
2024
Q1 | $9.62M | Buy |
192,916
+41,780
| +28% | +$1.71M | ﹤0.01% | 2304 |
|
|
2023
Q4 | $5.85M | Buy |
151,136
+18,354
| +14% | +$708K | ﹤0.01% | 2632 |
|
|
2023
Q3 | $5.26M | Sell |
132,782
-65,218
| -33% | -$2.47M | ﹤0.01% | 2519 |
|
|
2023
Q2 | $6.26M | Buy |
198,000
+3,658
| +2% | +$103K | ﹤0.01% | 2363 |
|
|
2023
Q1 | $5.47M | Buy |
194,342
+83,206
| +75% | +$2.54M | ﹤0.01% | 2428 |
|
|
2022
Q4 | $3.87M | Buy |
111,136
+56,505
| +103% | +$2.35M | ﹤0.01% | 2743 |
|
|
2022
Q3 | $2.06M | Buy |
54,631
+42,794
| +362% | +$1.68M | ﹤0.01% | 3142 |
|
|
2022
Q2 | $405K | Sell |
11,837
-159,894
| -93% | -$6.5M | ﹤0.01% | 4407 |
|
|
2022
Q1 | $6.69M | Sell |
171,731
-113,078
| -40% | -$4.07M | ﹤0.01% | 2267 |
|
|
2021
Q4 | $8.4M | Sell |
284,809
-302,519
| -52% | -$9.44M | ﹤0.01% | 2305 |
|
|
2021
Q3 | $15.5M | Sell |
587,328
-408,727
| -41% | -$8.26M | 0.01% | 1699 |
|
|
2021
Q2 | $24.5M | Buy |
996,055
+653,558
| +191% | +$12.7M | 0.01% | 1337 |
|
|
2021
Q1 | $5.61M | Sell |
342,497
-153,400
| -31% | -$1.96M | ﹤0.01% | 2473 |
|
|
2020
Q4 | $3.04M | Sell |
495,897
-203,351
| -29% | -$686K | ﹤0.01% | 2966 |
|
|
2020
Q3 | $1.11M | Buy |
699,248
+616,697
| +747% | +$1.72M | ﹤0.01% | 3559 |
|
|
2020
Q2 | $310K | Buy |
82,551
+81,427
| +7,244% | +$267K | ﹤0.01% | 4493 |
|
|
2020
Q1 | $1K | Sell |
1,124
-26,410
| -96% | -$187K | ﹤0.01% | 7798 |
|
|
2019
Q4 | $309K | Buy |
27,534
+25,422
| +1,204% | +$229K | ﹤0.01% | 5264 |
|
|
2019
Q3 | $20K | Sell |
2,112
-119,252
| -98% | -$1.22M | ﹤0.01% | 6741 |
|
|
2019
Q2 | $1.52M | Buy |
121,364
+116,356
| +2,323% | +$1.69M | ﹤0.01% | 3392 |
|
|
2019
Q1 | $88K | Sell |
5,008
-1,017
| -17% | -$18.1K | ﹤0.01% | 5163 |
|
|
2018
Q4 | $94K | Sell |
6,025
-157,394
| -96% | -$3.64M | ﹤0.01% | 5595 |
|
|
2018
Q3 | $5.15M | Buy |
163,419
+159,381
| +3,947% | +$4.58M | ﹤0.01% | 2321 |
|
|
2018
Q2 | $104K | Sell |
4,038
-30
| -0.7% | -$701 | ﹤0.01% | 5412 |
|
|
2018
Q1 | $73K | Sell |
4,068
-212
| -5% | -$4.58K | ﹤0.01% | 5445 |
|
|
2017
Q4 | $95K | Buy |
4,280
+63
| +1% | +$1.27K | ﹤0.01% | 5390 |
|
|
2017
Q3 | $75K | Sell |
4,217
-10,490
| -71% | -$164K | ﹤0.01% | 5521 |
|
|
2017
Q2 | $244K | Buy |
14,707
+8,523
| +138% | +$169K | ﹤0.01% | 4624 |
|
|
2017
Q1 | $149K | Sell |
6,184
-15,500
| -71% | -$429K | ﹤0.01% | 4830 |
|
|
2016
Q4 | $748K | Sell |
21,684
-1,715
| -7% | -$62K | ﹤0.01% | 3798 |
|
|
2016
Q3 | $903K | Buy |
23,399
+5,590
| +31% | +$179K | ﹤0.01% | 3496 |
|
|
2016
Q2 | $481K | Sell |
17,809
-3,203
| -15% | -$89.8K | ﹤0.01% | 3912 |
|
|
2016
Q1 | $393K | Buy |
21,012
+5,134
| +32% | +$70.8K | ﹤0.01% | 3957 |
|
|
2015
Q4 | $312K | Sell |
15,878
-33,362
| -68% | -$1.02M | ﹤0.01% | 4317 |
|
|
2015
Q3 | $1.58M | Sell |
49,240
-20,089
| -29% | -$729K | ﹤0.01% | 2960 |
|
|
2015
Q2 | $3.2M | Buy |
69,329
+27,214
| +65% | +$1.44M | ﹤0.01% | 2525 |
|
|
2015
Q1 | $2.18M | Buy |
42,115
+9,598
| +30% | +$417K | ﹤0.01% | 2852 |
|
|
2014
Q4 | $1.25M | Buy |
+32,517
| New | +$1.63M | ﹤0.01% | 3389 |
|
Other funds holding SM
VPM
AC
VCM
DSC
