Foundry Partners, LLC
- SEC CIK
- 0001573913
- Latest filing
- May 5, 2025
SM holding history
SM Energy Co in every 13F filed by Foundry Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SM overviewAll 13F holders of SMFull Q1 2025 holdings
- Shares (Q1 2025)
- 218,150
- Value
- $6.53M
- % of portfolio
- 0.3%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 218,150 | $6.53M | 0.3% | +22,389+11.4% | Added | Holders |
| Q4 2024 | 195,761 | $7.59M | 0.4% | +33,601+20.7% | Added | Holders |
| Q3 2024 | 162,160 | $6.48M | 0.3% | +33,486+26.0% | Added | Holders |
| Q2 2024 | 128,674 | $5.56M | 0.3% | +26,367+25.8% | Added | Holders |
| Q1 2024 | 102,307 | $5.10M | 0.3% | +96,727+1,733.5% | Added | Holders |
| Q4 2023 | 5,580 | $216.1K | <0.1% | −3,470−38.3% | Reduced | Holders |
| Q3 2023 | 9,050 | $358.8K | <0.1% | +9,050 | New | Holders |