Current Value of Holding

$814 Thousand

Shares

16.6 Thousand

% of Portfolio

0.01%

Average Buy Price

$5.02

Avg closing price
Price range

14 Joel Greenblatt SM Energy Trades

Joel Greenblatt acquired 16.6 Thousand SM Energy shares worth $814 Thousand. That's 0.01% of their equity portfolio (882nd largest holding). The first SM Energy trade was made in Q4 2018. Since then Joel Greenblatt bought shares six more times and sold shares on seven occasions. The stake costed the investor $83.5 Thousand, netting the investor a gain of 875% so far.

Avg closing price
Price range
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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