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SM Energy shares owned by American Trust

Quarter-by-quarter ownership of SM Energy (SM) shares owned by American Trust from 13F filings

Historical chart of American Trust investment in SM Energy

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All positions including SM Energy held by American Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by American Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $389k 10k 38.72
2023-09-30 $457k 12k 39.65
2023-06-30 $452k 14k 31.63
2023-03-31 $444k 16k 28.16
2022-12-31 $505k 15k 34.83
2022-09-30 $436k 12k 37.58
2022-06-30 $369k 11k 34.23