A detailed history of Westwood Holdings Group Inc transactions in Sm Energy CO stock. As of the latest transaction made, Westwood Holdings Group Inc holds 2,076,000 shares of SM stock, worth $76 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
2,076,000
Previous 1,709,927 21.41%
Holding current value
$76 Million
Previous $73.9 Million 12.25%
% of portfolio
0.66%
Previous 0.62%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.07 - $47.26 $13.9 Million - $17.3 Million
366,073 Added 21.41%
2,076,000 $83 Million
Q2 2024

Aug 13, 2024

BUY
$43.23 - $52.76 $6.83 Million - $8.33 Million
157,923 Added 10.18%
1,709,927 $73.9 Million
Q1 2024

May 14, 2024

BUY
$35.56 - $49.85 $9.2 Million - $12.9 Million
258,733 Added 20.01%
1,552,004 $77.4 Million
Q4 2023

Feb 13, 2024

BUY
$34.44 - $43.51 $44.5 Million - $56.3 Million
1,293,271 New
1,293,271 $50.1 Million
Q4 2021

Feb 25, 2022

SELL
$27.06 - $37.66 $1.06 Million - $1.47 Million
-39,080 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$15.26 - $26.39 $596,360 - $1.03 Million
39,080 New
39,080 $1.03 Million

Others Institutions Holding SM

About SM Energy Co


  • Ticker SM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 123,000,000
  • Market Cap $4.5B
  • Description
  • SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil ...
More about SM
Track This Portfolio

Track Westwood Holdings Group Inc Portfolio

Follow Westwood Holdings Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Holdings Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Holdings Group Inc with notifications on news.