Twin Tree Management
SM icon

Twin Tree Management’s SM Energy SM Stock Holding History

Twin Tree Management’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
-25,634
Closed -$1.08M – 1882
2024
Q3 		$1.02M Buy
+25,634
New +$1.11M ﹤0.01% 1226
2023
Q1 		– Sell
-18,074
Closed -$551K – 1559
2022
Q4 		$630K Sell
18,074
-27,337
-60% -$1.14M ﹤0.01% 1093
2022
Q3 		$1.71M Sell
45,411
-64,839
-59% -$2.55M ﹤0.01% 965
2022
Q2 		$3.77M Buy
+110,250
New +$4.48M 0.01% 927
2019
Q2 		– Sell
-2,039
Closed -$36K – 1521
2019
Q1 		$36K Buy
+2,039
New +$36.2K ﹤0.01% 1128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Twin Tree Management's SM Position: Q4 2024 in Review

Twin Tree Management sold out of SM Energy (SM) in Q4 2024, closing a stake of 25,634 shares — an estimated $1.08M sold.

Twin Tree Management first reported a position in SM in Q1 2019 and held it in 5 quarters. The position peaked at $3.77M in Q2 2022. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Twin Tree Management reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Twin Tree Management sold 25,634 SM Energy shares in Q4 2024, an estimated $1.08M.
  • Twin Tree Management first reported a position in SM Energy in Q1 2019 and held it in 5 quarters.
  • Twin Tree Management's SM Energy position peaked at $3.77M in Q2 2022.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Twin Tree Management's 13F filing for Q4 2024, filed 10 Feb 2025.