Current Value of Holding

$969 Thousand

Shares

39.1 Thousand

% of Portfolio

0.01%

Average Buy Price

$13.9

Avg closing price
Price range

17 Joel Greenblatt SM Energy Trades

Joel Greenblatt acquired 39.1 Thousand SM Energy shares worth $969 Thousand. That's 0.01% of their equity portfolio (867th largest holding). The first SM Energy trade was made in Q4 2018. Since then Joel Greenblatt bought shares eight more times and sold shares on eight occasions. The stake costed the investor $545 Thousand, netting the investor a gain of 78% so far.

Avg closing price
Price range
Sold 54.5% shares (-46.9 Thousand shares) Q4 2024
Avg closing price $42.15
Price range $36.59 - $46.03
Increased shares by 395.3% (+68.6 Thousand shares) Q3 2024
Avg closing price $43.44
Price range $38.07 - $47.26
Increased shares by 4.4% (+727 shares) Q2 2024
Avg closing price $49.11
Price range $43.23 - $52.76
Increased shares by 46.0% (+5.24 Thousand shares) Q1 2024
Avg closing price $40.88
Price range $35.56 - $49.85
Sold 26.1% shares (-4.03 Thousand shares) Q4 2023
Avg closing price $38.56
Price range $34.44 - $43.51
Increased shares by 3.4% (+502 shares) Q3 2023
Avg closing price $37.91
Price range $30.18 - $42.93
Increased shares by 11.7% (+1.56 Thousand shares) Q2 2023
Avg closing price $28.25
Price range $25.29 - $31.63
Sold 21.0% shares (-3.54 Thousand shares) Q3 2022
Avg closing price $39.34
Price range $30.36 - $46.90
Increased shares by 8.1% (+1.26 Thousand shares) Q2 2022
Avg closing price $40.64
Price range $33.14 - $54.36
Sold 78.2% shares (-56.1 Thousand shares) Q1 2022
Avg closing price $36.04
Price range $31.36 - $42.48
Sold 35.0% shares (-38.6 Thousand shares) Q4 2021
Avg closing price $31.22
Price range $27.06 - $37.66
Increased shares by 4.4% (+4.63 Thousand shares) Q3 2021
Avg closing price $20.20
Price range $15.26 - $26.39
Sold 1.8% shares (-1.97 Thousand shares) Q2 2021
Avg closing price $19.37
Price range $15.69 - $26.65
Sold 50.2% shares (-109 Thousand shares) Q1 2021
Avg closing price $12.78
Price range $6.36 - $19.49
New holding (+216 Thousand shares) Q4 2020
Avg closing price $3.37
Price range $1.40 - $6.67
Sold -17.2 Thousand shares Q1 2019
Avg closing price $17.77
Price range $14.98 - $21.14
New holding (+17.2 Thousand shares) Q4 2018
Avg closing price $23.13
Price range $13.49 - $33.47

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