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SM Energy shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in SM Energy

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

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Quarterly reported holdings in SM Energy by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 42k 39.97
2024-06-30 $1.7M 38k 43.23
2024-03-31 $1.7M 35k 49.85
2023-12-31 $1.4M 37k 38.72

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
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Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding SM Energy

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Pacer Advisors
Jpmorgan Chase & Co
American Century Companies
Geode Capital Management
Westwood Holdings
Macquarie Group
First Trust Advisors
River Road Asset Management
Goldman Sachs Group
Voloridge Investment Management
Northern Trust

View all funds holding SM Energy