ACM
SMMF

Aquatic Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Aquatic Capital Management’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
2022
Q4 		– Sell
-300
Closed -$8K – 1909
2022
Q3 		$8K Buy
+300
New +$8.58K ﹤0.01% 1068

Other funds holding SMMF

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
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Aquatic Capital Management's SMMF Position: Q4 2022 in Review

Aquatic Capital Management sold out of Summit Financial Group, Inc. (SMMF) in Q4 2022, closing a stake of 300 shares — an estimated $8K sold.

Aquatic Capital Management first reported a position in SMMF in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 70 funds tracked by Wall St. Rank hold SMMF as of Q4 2022.

  • Aquatic Capital Management reported no remaining Summit Financial Group, Inc. position as of Q4 2022 after selling out during the quarter.
  • Aquatic Capital Management sold 300 Summit Financial Group, Inc. shares in Q4 2022, an estimated $8K.
  • Aquatic Capital Management first reported a position in Summit Financial Group, Inc. in Q3 2022 and held it in 1 quarter.
  • Aquatic Capital Management's Summit Financial Group, Inc. position peaked at $8K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2022.

Based on Aquatic Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.