Bank of Nova Scotia
SMMF

Bank of Nova Scotia’s Summit Financial Group, Inc. SMMF Stock Holding History

Bank of Nova Scotia’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
-8,900
Closed -$240K – 1267
2022
Q3 		$240K Hold
8,900
– – ﹤0.01% 1072
2022
Q2 		$247K Buy
+8,900
New +$236K ﹤0.01% 1100

Other funds holding SMMF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank of Nova Scotia's SMMF Position: Q4 2022 in Review

Bank of Nova Scotia sold out of Summit Financial Group, Inc. (SMMF) in Q4 2022, closing a stake of 8,900 shares — an estimated $240K sold.

Bank of Nova Scotia first reported a position in SMMF in Q2 2022 and held it in 2 quarters. The position peaked at $247K in Q2 2022. 70 funds tracked by Wall St. Rank hold SMMF as of Q4 2022.

  • Bank of Nova Scotia reported no remaining Summit Financial Group, Inc. position as of Q4 2022 after selling out during the quarter.
  • Bank of Nova Scotia sold 8,900 Summit Financial Group, Inc. shares in Q4 2022, an estimated $240K.
  • Bank of Nova Scotia first reported a position in Summit Financial Group, Inc. in Q2 2022 and held it in 2 quarters.
  • Bank of Nova Scotia's Summit Financial Group, Inc. position peaked at $247K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2022.

Based on Bank of Nova Scotia's 13F filing for Q4 2022, filed 9 Feb 2023.