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Jackson Creek Investment Advisors’s SM Energy SM Stock Holding History

Jackson Creek Investment Advisors’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
-26,757
Closed -$1.07M – 356
2024
Q3 		$1.07M Buy
26,757
+5,960
+29% +$259K 0.32% 167
2024
Q2 		$899K Buy
+20,797
New +$1.02M 0.33% 174
2022
Q3 		– Sell
-29,498
Closed -$1.22M – 341
2022
Q2 		$1.22M Sell
29,498
-2,409
-8% -$97.9K 0.49% 18
2022
Q1 		$1.24M Buy
31,907
+666
+2% +$24K 0.45% 47
2021
Q4 		$921K Sell
31,241
-26,646
-46% -$832K 0.33% 173
2021
Q3 		$1.53M Buy
+57,887
New +$1.17M 0.57% 15

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

Jackson Creek Investment Advisors's SM Position: Q4 2024 in Review

Jackson Creek Investment Advisors sold out of SM Energy (SM) in Q4 2024, closing a stake of 26,757 shares — an estimated $1.07M sold.

Jackson Creek Investment Advisors first reported a position in SM in Q3 2021 and held it in 6 quarters. The position peaked at $1.53M in Q3 2021. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Jackson Creek Investment Advisors reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 26,757 SM Energy shares in Q4 2024, an estimated $1.07M.
  • Jackson Creek Investment Advisors first reported a position in SM Energy in Q3 2021 and held it in 6 quarters.
  • Jackson Creek Investment Advisors's SM Energy position peaked at $1.53M in Q3 2021.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.