Current Value of Holding

$41.7M

Shares

1.23M

% of Portfolio

0.11%

Average Buy Price

$20.2

Avg closing price
Price range

22 Joel Greenblatt SM Energy Trades

Joel Greenblatt acquired 1.23M SM Energy shares worth $41.7M. That's 0.11% of their equity portfolio (195th largest holding). The first SM Energy trade was made in Q4 2018. Since then Joel Greenblatt bought shares eleven more times and sold shares on ten occasions. The stake costed the investor $24.9M, netting the investor a gain of 68% so far.

Avg closing price
Price range
Increased shares by 11232.0% (+1.22M shares) Q1 2026
Avg closing price $21.79
Price range $17.57 - $32.72
Increased shares by 5.4% (+559 shares) Q4 2025
Avg closing price $20.23
Price range $17.84 - $25.85
Increased shares by 2.6% (+258 shares) Q3 2025
Avg closing price $26.98
Price range $24.97 - $28.98
Sold 26.8% shares (-3.68k shares) Q2 2025
Avg closing price $24.22
Price range $20.39 - $30.52
Sold 65.0% shares (-25.4k shares) Q1 2025
Avg closing price $36.13
Price range $27.15 - $44.69
Sold 54.5% shares (-46.9k shares) Q4 2024
Avg closing price $42.15
Price range $36.59 - $46.03
Increased shares by 395.3% (+68.6k 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% (+5.24k shares) Q1 2024
Avg closing price $40.88
Price range $35.56 - $49.85
Sold 26.1% shares (-4.03k 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% (+1.56k shares) Q2 2023
Avg closing price $28.25
Price range $25.29 - $31.63
Sold 21.0% shares (-3.54k shares) Q3 2022
Avg closing price $39.34
Price range $30.36 - $46.90
Increased shares by 8.1% (+1.26k shares) Q2 2022
Avg closing price $40.64
Price range $33.14 - $54.36
Sold 78.2% shares (-56.1k shares) Q1 2022
Avg closing price $36.04
Price range $31.36 - $42.48
Sold 35.0% shares (-38.6k shares) Q4 2021
Avg closing price $31.22
Price range $27.06 - $37.66
Increased shares by 4.4% (+4.63k shares) Q3 2021
Avg closing price $20.20
Price range $15.26 - $26.39
Sold 1.8% shares (-1.97k shares) Q2 2021
Avg closing price $19.37
Price range $15.69 - $26.65
Sold 50.2% shares (-109k shares) Q1 2021
Avg closing price $12.78
Price range $6.36 - $19.49
New holding (+216k shares) Q4 2020
Avg closing price $3.37
Price range $1.40 - $6.67

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