Yousif Capital Management’s SM Energy SM Stock Holding History

Yousif 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
2026 Q1	$2.12M	Buy	68,114 +34,134	+100%	+$779K	0.02%	635
2025 Q4	$619K	Sell	33,980 -4,446	-12%	-$90.1K	0.01%	1316
2025 Q3	$959K	Sell	38,426 -7,042	-15%	-$190K	0.01%	1119
2025 Q2	$1.12M	Buy	45,468 +767	+2%	+$18.6K	0.01%	1069
2025 Q1	$1.34M	Sell	44,701 -465	-1%	-$16.7K	0.02%	939
2024 Q4	$1.75M	Sell	45,166 -470	-1%	-$19.8K	0.02%	834
2024 Q3	$1.82M	Sell	45,636 -1,719	-4%	-$74.6K	0.02%	828
2024 Q2	$2.05M	Sell	47,355 -6,254	-12%	-$307K	0.02%	753
2024 Q1	$2.67M	Sell	53,609 -5,189	-9%	-$212K	0.03%	651
2023 Q4	$2.28M	Sell	58,798 -3,499	-6%	-$135K	0.03%	733
2023 Q3	$2.47M	Sell	62,297 -5,028	-7%	-$191K	0.03%	616
2023 Q2	$2.13M	Sell	67,325 -5,273	-7%	-$149K	0.03%	735
2023 Q1	$2.04M	Sell	72,598 -9,015	-11%	-$275K	0.03%	763
2022 Q4	$2.84M	Sell	81,613 -18,675	-19%	-$777K	0.04%	560
2022 Q3	$3.77M	Sell	100,288 -1,266	-1%	-$49.8K	0.05%	373
2022 Q2	$3.47M	Sell	101,554 -12,025	-11%	-$489K	0.05%	452
2022 Q1	$4.42M	Buy	113,579 +1,145	+1%	+$41.3K	0.05%	412
2021 Q4	$3.31M	Buy	+112,434	New	+$3.51M	0.03%	614

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

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

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