Y-Intercept (HK)’s SM Energy SM Stock Holding History

Y-Intercept (HK)’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 Q2	$3.03M	Buy	116,096 +95,709	+469%	+$2.87M	0.06%	470
2026 Q1	$636K	Sell	20,387 -236,669	-92%	-$5.4M	0.01%	1200
2025 Q4	$4.81M	Buy	257,056 +186,235	+263%	+$3.77M	0.11%	240
2025 Q3	$1.77M	Sell	70,821 -7,865	-10%	-$212K	0.04%	685
2025 Q2	$1.94M	Buy	78,686 +58,293	+286%	+$1.41M	0.05%	615
2025 Q1	$611K	Buy	20,393 +12,074	+145%	+$433K	0.04%	614
2024 Q4	$322K	Sell	8,319 -13,913	-63%	-$588K	0.02%	912
2024 Q3	$889K	Buy	+22,232	New	+$964K	0.05%	498
2023 Q2	–	Sell	-39,706	Closed	-$1.12M	–	1688
2023 Q1	$1.12M	Buy	39,706 +24,182	+156%	+$738K	0.13%	220
2022 Q4	$541K	Buy	15,524 +5,185	+50%	+$216K	0.08%	410
2022 Q3	$389K	Buy	+10,339	New	+$407K	0.04%	623

Other funds holding SM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return