Amalgamated Bank’s Summit Financial Group, Inc. SMMF Stock Holding History

Amalgamated Bank’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-396	Closed	-$11K	–	3174
2024 Q1	$11K	Sell	396 -598	-60%	-$16.4K	﹤0.01%	2417
2023 Q4	$31K	Sell	994 -118	-11%	-$2.85K	﹤0.01%	2454
2023 Q3	$25K	Hold	1,112	–	–	﹤0.01%	2555
2023 Q2	$23K	Sell	1,112 -52	-4%	-$1.02K	﹤0.01%	2687
2023 Q1	$24K	Sell	1,164 -259	-18%	-$6.31K	﹤0.01%	2589
2022 Q4	$35K	Hold	1,423	–	–	﹤0.01%	2584
2022 Q3	$38K	Hold	1,423	–	–	﹤0.01%	2578
2022 Q2	$40K	Buy	1,423 +48	+3%	+$1.27K	﹤0.01%	2593
2022 Q1	$35K	Buy	+1,375	New	+$36.9K	﹤0.01%	2624

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Amalgamated Bank's SMMF Position: Q2 2024 in Review

Amalgamated Bank sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 396 shares — an estimated $11K sold.

Amalgamated Bank first reported a position in SMMF in Q1 2022 and held it in 9 quarters. The position peaked at $40K in Q2 2022. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Amalgamated Bank reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Amalgamated Bank sold 396 Summit Financial Group, Inc. shares in Q2 2024, an estimated $11K.
Amalgamated Bank first reported a position in Summit Financial Group, Inc. in Q1 2022 and held it in 9 quarters.
Amalgamated Bank's Summit Financial Group, Inc. position peaked at $40K in Q2 2022.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Amalgamated Bank's 13F filing for Q2 2024, filed 12 Aug 2024.