American Century Companies’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-139,090
| Closed | -$3.78M | – | 2996 |
|
|
2024
Q1 | $3.78M | Buy |
139,090
+40,423
| +41% | +$1.11M | ﹤0.01% | 1578 |
|
|
2023
Q4 | $3.03M | Buy |
98,667
+26,901
| +37% | +$650K | ﹤0.01% | 1580 |
|
|
2023
Q3 | $1.62M | Buy |
71,766
+2,724
| +4% | +$62.8K | ﹤0.01% | 1799 |
|
|
2023
Q2 | $1.43M | Hold |
69,042
| – | – | ﹤0.01% | 1791 |
|
|
2023
Q1 | $1.45M | Buy |
69,042
+7,977
| +13% | +$194K | ﹤0.01% | 1729 |
|
|
2022
Q4 | $1.52M | Buy |
61,065
+634
| +1% | +$17.5K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $1.63M | Buy |
60,431
+2,082
| +4% | +$59.5K | ﹤0.01% | 1513 |
|
|
2022
Q2 | $1.62M | Buy |
58,349
+12,213
| +26% | +$325K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $1.18M | Buy |
46,136
+10,218
| +28% | +$274K | ﹤0.01% | 1612 |
|
|
2021
Q4 | $986K | Buy |
35,918
+9,443
| +36% | +$250K | ﹤0.01% | 1658 |
|
|
2021
Q3 | $649K | Buy |
26,475
+3,420
| +15% | +$79.9K | ﹤0.01% | 1782 |
|
|
2021
Q2 | $507K | Buy |
23,055
+6,079
| +36% | +$149K | ﹤0.01% | 1835 |
|
|
2021
Q1 | $451K | Buy |
16,976
+3,694
| +28% | +$87.5K | ﹤0.01% | 1766 |
|
|
2020
Q4 | $293K | Buy |
13,282
+1,763
| +15% | +$34.7K | ﹤0.01% | 1743 |
|
|
2020
Q3 | $171K | Buy |
+11,519
| New | +$179K | ﹤0.01% | 1709 |
|
Other funds holding SMMF
American Century Companies's SMMF Position: Q2 2024 in Review
American Century Companies sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 139,090 shares — an estimated $3.78M sold.
American Century Companies first reported a position in SMMF in Q3 2020 and held it in 15 quarters. The position peaked at $3.78M in Q1 2024. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.
- American Century Companies reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
- American Century Companies sold 139,090 Summit Financial Group, Inc. shares in Q2 2024, an estimated $3.78M.
- American Century Companies first reported a position in Summit Financial Group, Inc. in Q3 2020 and held it in 15 quarters.
- American Century Companies's Summit Financial Group, Inc. position peaked at $3.78M in Q1 2024.
- 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.
Based on American Century Companies's 13F filing for Q2 2024, filed 7 Aug 2024.