Canada Life’s Summit Financial Group, Inc. SMMF Stock Holding History

Canada Life’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	-779	Closed	-$21K	–	2154
2024 Q1	$21K	Sell	779 -45	-5%	-$1.24K	﹤0.01%	2083
2023 Q4	$25K	Buy	+824	New	+$19.9K	﹤0.01%	2084
2020 Q3	–	Sell	-112	Closed	-$2K	–	2714
2020 Q2	$2K	Sell	112 -7	-6%	-$115	﹤0.01%	2674
2020 Q1	$2K	Sell	119 -1	-0.8%	-$23	﹤0.01%	2670
2019 Q4	$3K	Buy	+120	New	+$3.16K	﹤0.01%	2663
2019 Q3	–	Sell	-96	Closed	-$3K	–	2404
2019 Q2	$3K	Buy	96 +41	+75%	+$1.06K	﹤0.01%	2685
2019 Q1	$1K	Hold	55	–	–	﹤0.01%	2538
2018 Q4	$1K	Sell	55 -6	-10%	-$126	﹤0.01%	2740
2018 Q3	$1K	Hold	61	–	–	﹤0.01%	2693
2018 Q2	$2K	Hold	61	–	–	﹤0.01%	2656
2018 Q1	$2K	Buy	+61	New	+$1.54K	﹤0.01%	2642

Other funds holding SMMF

PFPT

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

Canada Life's SMMF Position: Q2 2024 in Review

Canada Life sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 779 shares — an estimated $21K sold.

Canada Life first reported a position in SMMF in Q1 2018 and held it in 11 quarters. The position peaked at $25K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Canada Life reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Canada Life sold 779 Summit Financial Group, Inc. shares in Q2 2024, an estimated $21K.
Canada Life first reported a position in Summit Financial Group, Inc. in Q1 2018 and held it in 11 quarters.
Canada Life's Summit Financial Group, Inc. position peaked at $25K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Canada Life's 13F filing for Q2 2024, filed 12 Aug 2024.