Hodges Small Cap Fund SM Holdings History
Hodges Small Cap Fund's SM Energy Co Holding Summary
As of 2023-06-30, PROFESSIONALLY MANAGED PORTFOLIOS held 215,000.00 shares of SM Energy Co(SM), totaling $6.80 Mil. This investment constitutes 3.77% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0.18% of the outstanding SM Energy Co(SM) stock.
The initial trade took place in 2021Q2. And since then Hodges Small Cap Fund has made 2 purchases of SM, at an average price of $19.56, for a total of 265,000.00 shares. In addition, there have been 1 sales at an average price of $28.25 for 50,000.00 shares. Based on historical transaction data and SM's current price of $27.56, Hodges Small Cap Fund's estimated gain on his SM holdings is $2.15 Mil, reflecting a 41.56% gain to date.
Hodges Small Cap Fund SM ($27.56) Holding Chart
Hodges Small Cap Fund SM ($27.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
