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Cornerstone Investment Partners’s SM Energy SM Stock Holding History

Cornerstone Investment Partners’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,874
Closed -$515K – 283
2024
Q3 		$515K Sell
12,874
-1,148
-8% -$49.8K 0.03% 64
2024
Q2 		$606K Sell
14,022
-34
-0.2% -$1.67K 0.03% 64
2024
Q1 		$701K Buy
14,056
+89
+0.6% +$3.64K 0.03% 61
2023
Q4 		$541K Buy
13,967
+35
+0.3% +$1.35K 0.03% 73
2023
Q3 		$552K Buy
13,932
+165
+1% +$6.26K 0.03% 65
2023
Q2 		$435K Buy
13,767
+53
+0.4% +$1.5K 0.03% 77
2023
Q1 		$386K Sell
13,714
-90
-0.7% -$2.75K 0.03% 86
2022
Q4 		$481K Buy
13,804
+4,466
+48% +$186K 0.03% 72
2022
Q3 		$351K Buy
+9,338
New +$367K 0.03% 83
2022
Q2 		– Sell
-7,275
Closed -$283K – 235
2022
Q1 		$283K Hold
7,275
– – 0.02% 131
2021
Q4 		$214K Buy
+7,275
New +$227K 0.01% 221

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cornerstone Investment Partners's SM Position: Q4 2024 in Review

Cornerstone Investment Partners sold out of SM Energy (SM) in Q4 2024, closing a stake of 12,874 shares — an estimated $515K sold.

Cornerstone Investment Partners first reported a position in SM in Q4 2021 and held it in 11 quarters. The position peaked at $701K in Q1 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Cornerstone Investment Partners reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Investment Partners sold 12,874 SM Energy shares in Q4 2024, an estimated $515K.
  • Cornerstone Investment Partners first reported a position in SM Energy in Q4 2021 and held it in 11 quarters.
  • Cornerstone Investment Partners's SM Energy position peaked at $701K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Cornerstone Investment Partners's 13F filing for Q4 2024, filed 6 Feb 2025.