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AJO LP’s SmartFinancial SMBK Stock Holding History

AJO LP’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,085
Closed -$214K – 741
2019
Q4 		$214K Buy
+9,085
New +$200K ﹤0.01% 505

Other funds holding SMBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

AJO LP's SMBK Position: Q1 2020 in Review

AJO LP sold out of SmartFinancial (SMBK) in Q1 2020, closing a stake of 9,085 shares — an estimated $214K sold.

AJO LP first reported a position in SMBK in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 79 funds tracked by Wall St. Rank hold SMBK as of Q1 2020.

  • AJO LP reported no remaining SmartFinancial position as of Q1 2020 after selling out during the quarter.
  • AJO LP sold 9,085 SmartFinancial shares in Q1 2020, an estimated $214K.
  • AJO LP first reported a position in SmartFinancial in Q4 2019 and held it in 1 quarter.
  • AJO LP's SmartFinancial position peaked at $214K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2020.

Based on AJO LP's 13F filing for Q1 2020, filed 14 May 2020.