WG
SM icon

Winton Group’s SM Energy SM Stock Holding History

Winton Group’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
2026
Q1 		$592K Sell
19,000
-52,655
-73% -$1.2M 0.02% 665
2025
Q4 		$1.34M Buy
71,655
+22,220
+45% +$450K 0.05% 380
2025
Q3 		$1.23M Buy
49,435
+12,469
+34% +$336K 0.05% 380
2025
Q2 		$913K Buy
36,966
+1,185
+3% +$28.7K 0.05% 460
2025
Q1 		$1.07M Buy
35,781
+7,690
+27% +$276K 0.07% 355
2024
Q4 		$1.09M Buy
28,091
+592
+2% +$25K 0.07% 287
2024
Q3 		$1.1M Buy
+27,499
New +$1.19M 0.08% 240
2024
Q1 		– Sell
-8,233
Closed -$319K – 857
2023
Q4 		$319K Sell
8,233
-2,067
-20% -$79.7K 0.02% 523
2023
Q3 		$408K Sell
10,300
-4,674
-31% -$177K 0.03% 347
2023
Q2 		$474K Sell
14,974
-14,591
-49% -$412K 0.04% 344
2023
Q1 		$833K Buy
29,565
+8,448
+40% +$258K 0.05% 503
2022
Q4 		$736K Buy
21,117
+13,545
+179% +$563K 0.05% 511
2022
Q3 		$285K Buy
+7,572
New +$298K 0.02% 810
2021
Q4 		– Sell
-126,583
Closed -$3.34M – 1358
2021
Q3 		$3.34M Sell
126,583
-6,958
-5% -$141K 0.19% 90
2021
Q2 		$3.29M Buy
133,541
+18,462
+16% +$358K 0.18% 68
2021
Q1 		$1.88M Buy
115,079
+27,309
+31% +$349K 0.11% 173
2020
Q4 		$537K Buy
+87,770
New +$296K 0.04% 756

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return