Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $24.4M | Sell |
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|
2023
Q4 | $19.8M | Sell |
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|
2023
Q3 | $20.4M | Sell |
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|
2023
Q2 | $26.9M | Buy |
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|
2023
Q1 | $23.1M | Sell |
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|
2022
Q4 | $82.9M | Buy |
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|
2022
Q3 | $83.5M | Buy |
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|
2022
Q2 | $52.2M | Buy |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $7.24M | Sell |
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|
2021
Q3 | $9.63M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $765K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $504K | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $192K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $56.7M | Buy |
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|
2016
Q3 | $60.7M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.14M | Hold |
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|
2015
Q3 | $1.86M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4.47M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $477K | Hold |
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|
2014
Q2 | $514K | Buy |
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|
2014
Q1 | $383K | Sell |
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|
2013
Q4 | $1.31M | Buy |
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|
2013
Q3 | $955K | Sell |
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|
2013
Q2 | $1.11M | Buy |
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