William Blair Investment Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Sell |
301,909
-399,528
| -57% | -$9.87M | 0.02% | 336 |
|
|
2025
Q1 | $21M | Sell |
701,437
-32,101
| -4% | -$961K | 0.06% | 287 |
|
|
2024
Q4 | $28.4M | Sell |
733,538
-243,682
| -25% | -$9.45M | 0.07% | 267 |
|
|
2024
Q3 | $39.1M | Sell |
977,220
-29,644
| -3% | -$1.18M | 0.1% | 174 |
|
|
2024
Q2 | $43.5M | Sell |
1,006,864
-2,016
| -0.2% | -$87.2K | 0.11% | 147 |
|
|
2024
Q1 | $50.3M | Sell |
1,008,880
-1,833
| -0.2% | -$91.4K | 0.13% | 149 |
|
|
2023
Q4 | $39.1M | Sell |
1,010,713
-21,733
| -2% | -$842K | 0.11% | 169 |
|
|
2023
Q3 | $40.9M | Sell |
1,032,446
-77,280
| -7% | -$3.06M | 0.14% | 150 |
|
|
2023
Q2 | $35.1M | Buy |
1,109,726
+90,800
| +9% | +$2.87M | 0.11% | 193 |
|
|
2023
Q1 | $28.7M | Buy |
1,018,926
+3,150
| +0.3% | +$88.7K | 0.1% | 227 |
|
|
2022
Q4 | $35.4M | Sell |
1,015,776
-38,304
| -4% | -$1.33M | 0.14% | 156 |
|
|
2022
Q3 | $39.6M | Sell |
1,054,080
-18,722
| -2% | -$704K | 0.16% | 137 |
|
|
2022
Q2 | $36.7M | Buy |
1,072,802
+637,621
| +147% | +$21.8M | 0.14% | 171 |
|
|
2022
Q1 | $17M | Buy |
+435,181
| New | +$17M | 0.05% | 301 |
|
|
2016
Q1 | – | Sell |
-122,615
| Closed | -$2.41M | – | 468 |
|
|
2015
Q4 | $2.41M | Buy |
122,615
+5,183
| +4% | +$102K | 0.01% | 382 |
|
|
2015
Q3 | $3.76M | Buy |
+117,432
| New | +$3.76M | 0.01% | 819 |
|