SM Energy Co. (SM)

Sector:Energy
Super Investor Stats:
Ownership count:1
Ownership rank:687
% of all portfolios:0%
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
First Eagle Investment Management Add 6.39% 5,825 0.00
Q2  2023
First Eagle Investment Management Add 34.00% 31,000 0.00
Q1  2023
First Eagle Investment Management Add 135.94% 52,533 0.01
Q1  2022
First Eagle Investment Management Add 139.84% 43,635 0.01
Q4  2021
First Eagle Investment Management Buy 31,203 0.00
Q1  2021
Lee Ainslie - Maverick Capital Buy 72,076 0.01
Q4  2018
FPA Queens Road Small Cap Value Fund Add 67.30% 298,114 2.71
Q1  2018
FPA Queens Road Small Cap Value Fund Add 14.45% 125,300 0.85
Lee Ainslie - Maverick Capital Buy 396,610 0.09
Q3  2017
FPA Queens Road Small Cap Value Fund Add 4.68% 39,170 0.23
Q2  2017
FPA Queens Road Small Cap Value Fund Add 80.31% 372,987 1.71
Q1  2017
FPA Queens Road Small Cap Value Fund Add 55.12% 165,040 0.79
Q4  2015
FPA Queens Road Small Cap Value Fund Add 11.41% 84,190 0.27
Q3  2015
FPA Queens Road Small Cap Value Fund Add 162.35% 456,500 2.17
Q4  2014
FPA Queens Road Small Cap Value Fund Add 79.87% 358,200 1.57
Q3  2014
FPA Queens Road Small Cap Value Fund Add 48.76% 147,000 1.24
Q2  2011
FPA Queens Road Small Cap Value Fund Add 2.68% 9,400 0.07
Q1  2009
FPA Queens Road Small Cap Value Fund Add 203.51% 493,500 1.23
Q4  2008
FPA Queens Road Small Cap Value Fund Buy 242,500 0.84

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.