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
2025
Q1 		– Sell
-8,000
Closed -$310K – 1896
2024
Q4 		$310K Sell
8,000
-135,100
-94% -$5.71M ﹤0.01% 1372
2024
Q3 		$5.72M Buy
+143,100
New +$6.21M 0.01% 859
2024
Q2 		– Sell
-9,000
Closed -$449K – 1634
2024
Q1 		$449K Sell
9,000
-11,800
-57% -$482K ﹤0.01% 1115
2023
Q4 		$805K Buy
20,800
+16,800
+420% +$648K ﹤0.01% 1155
2023
Q3 		$159K Buy
+4,000
New +$152K ﹤0.01% 1088
2023
Q1 		– Sell
-51,700
Closed -$1.8M – 1560
2022
Q4 		$1.8M Sell
51,700
-223,600
-81% -$9.3M ﹤0.01% 953
2022
Q3 		$10.4M Hold
275,300
– – 0.02% 547
2022
Q2 		$9.41M Buy
+275,300
New +$11.2M 0.02% 670

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.