Current Value of Holding

$6.17 Million

Shares

270 Thousand

% of Portfolio

0.07%

Average Buy Price

$42.5

Avg closing price
Price range

14 Chuck Royce SM Energy Trades

Chuck Royce acquired 270 Thousand SM Energy shares worth $6.17 Million. That's 0.07% of their equity portfolio (372nd largest holding). The first SM Energy trade was made in Q1 2013. Since then Chuck Royce bought shares eight more times and sold shares on five occasions. The investor's estimated purchase price is $11.5 Million, resulting in a loss of 46%.

Avg closing price
Price range
Increased shares by 16.1% (+37.5 Thousand shares) Q1 2025
Avg closing price $36.13
Price range $27.15 - $44.69
Increased shares by 6.7% (+14.6 Thousand shares) Q4 2024
Avg closing price $42.15
Price range $36.59 - $46.03
Increased shares by 5.4% (+11.2 Thousand shares) Q3 2024
Avg closing price $43.44
Price range $38.07 - $47.26
Increased shares by 51.8% (+70.6 Thousand shares) Q2 2024
Avg closing price $49.11
Price range $43.23 - $52.76
New holding (+136 Thousand shares) Q1 2024
Avg closing price $40.88
Price range $35.56 - $49.85
Sold -22.2 Thousand shares Q4 2023
Avg closing price $38.56
Price range $34.44 - $43.51
Sold 42.8% shares (-16.7 Thousand shares) Q3 2023
Avg closing price $37.91
Price range $30.18 - $42.93
Sold 27.5% shares (-14.8 Thousand shares) Q2 2023
Avg closing price $28.25
Price range $25.29 - $31.63
Increased shares by 103.8% (+27.3 Thousand shares) Q1 2023
Avg closing price $30.51
Price range $25.32 - $34.02
Increased shares by 160.7% (+16.2 Thousand shares) Q4 2022
Avg closing price $41.58
Price range $33.25 - $48.38
New holding (+10.1 Thousand shares) Q3 2022
Avg closing price $39.34
Price range $30.36 - $46.90
Sold -32.3 Thousand shares Q4 2014
Avg closing price $50.14
Price range $30.17 - $75.72
Sold 86.9% shares (-215 Thousand shares) Q2 2014
Avg closing price $76.67
Price range $71.90 - $84.96
New holding (+247 Thousand shares) Q1 2013
Avg closing price $57.69
Price range $53.77 - $61.78

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!