WCM
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Weld Capital Management’s SM Energy SM Stock Holding History

Weld Capital 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
2020
Q1 		– Sell
-44,659
Closed -$502K – 681
2019
Q4 		$502K Buy
44,659
+21,910
+96% +$197K 0.1% 347
2019
Q3 		$220K Buy
22,749
+12,600
+124% +$128K 0.04% 670
2019
Q2 		$127K Buy
+10,149
New +$147K 0.02% 685

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weld Capital Management's SM Position: Q1 2020 in Review

Weld Capital Management sold out of SM Energy (SM) in Q1 2020, closing a stake of 44,659 shares — an estimated $502K sold.

Weld Capital Management first reported a position in SM in Q2 2019 and held it in 3 quarters. The position peaked at $502K in Q4 2019. 174 funds tracked by Wall St. Rank hold SM as of Q1 2020.

  • Weld Capital Management reported no remaining SM Energy position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 44,659 SM Energy shares in Q1 2020, an estimated $502K.
  • Weld Capital Management first reported a position in SM Energy in Q2 2019 and held it in 3 quarters.
  • Weld Capital Management's SM Energy position peaked at $502K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held SM Energy as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.