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    1. <form id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></form>
      <address id=SSjMaZxIp><nobr id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></nobr></address>

      Current Value of Holding

      $7.83M

      Shares

      291k

      % of Portfolio

      0.07%

      Average Buy Price

      $41.2

      Avg closing price
      Price range

      15 Chuck Royce SM Energy Trades

      Chuck Royce acquired 291k SM Energy shares worth $7.83M. That's 0.07% of their equity portfolio (374th largest holding). The first SM Energy trade was made in Q1 2013. Since then Chuck Royce bought shares nine more times and sold shares on five occasions. The investor's estimated purchase price is $12M, resulting in a loss of 35%.

      Avg closing price
      Price range
      Increased shares by 7.7% (+20.8k shares) Q2 2025
      Avg closing price $24.22
      Price range $20.39 - $30.52
      Increased shares by 16.1% (+37.5k shares) Q1 2025
      Avg closing price $36.13
      Price range $27.15 - $44.69
      Increased shares by 6.7% (+14.6k shares) Q4 2024
      Avg closing price $42.15
      Price range $36.59 - $46.03
      Increased shares by 5.4% (+11.2k shares) Q3 2024
      Avg closing price $43.44
      Price range $38.07 - $47.26
      Increased shares by 51.8% (+70.6k shares) Q2 2024
      Avg closing price $49.11
      Price range $43.23 - $52.76
      New holding (+136k shares) Q1 2024
      Avg closing price $40.88
      Price range $35.56 - $49.85
      Sold -22.2k shares Q4 2023
      Avg closing price $38.56
      Price range $34.44 - $43.51
      Sold 42.8% shares (-16.7k shares) Q3 2023
      Avg closing price $37.91
      Price range $30.18 - $42.93
      Sold 27.5% shares (-14.8k shares) Q2 2023
      Avg closing price $28.25
      Price range $25.29 - $31.63
      Increased shares by 103.8% (+27.3k shares) Q1 2023
      Avg closing price $30.51
      Price range $25.32 - $34.02
      Increased shares by 160.7% (+16.2k shares) Q4 2022
      Avg closing price $41.58
      Price range $33.25 - $48.38
      New holding (+10.1k shares) Q3 2022
      Avg closing price $39.34
      Price range $30.36 - $46.90
      Sold -32.3k shares Q4 2014
      Avg closing price $50.14
      Price range $30.17 - $75.72
      Sold 86.9% shares (-215k shares) Q2 2014
      Avg closing price $76.67
      Price range $71.90 - $84.96
      New holding (+247k shares) Q1 2013
      Avg closing price $57.69
      Price range $53.77 - $61.78

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