Cerity Partners
SMMF

Cerity Partners’s Summit Financial Group, Inc. SMMF Stock Holding History

Cerity Partners’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
Q1 		– Sell
-7,750
Closed -$238K – 2371
2023
Q4 		$238K Buy
+7,750
New +$187K ﹤0.01% 1640
2023
Q1 		– Sell
-10,000
Closed -$249K – 1899
2022
Q4 		$249K Buy
+10,000
New +$276K ﹤0.01% 1230

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners's SMMF Position: Q1 2024 in Review

Cerity Partners sold out of Summit Financial Group, Inc. (SMMF) in Q1 2024, closing a stake of 7,750 shares — an estimated $238K sold.

Cerity Partners first reported a position in SMMF in Q4 2022 and held it in 2 quarters. The position peaked at $249K in Q4 2022. 91 funds tracked by Wall St. Rank hold SMMF as of Q1 2024.

  • Cerity Partners reported no remaining Summit Financial Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 7,750 Summit Financial Group, Inc. shares in Q1 2024, an estimated $238K.
  • Cerity Partners first reported a position in Summit Financial Group, Inc. in Q4 2022 and held it in 2 quarters.
  • Cerity Partners's Summit Financial Group, Inc. position peaked at $249K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.