Citadel Advisors
SMMF

Citadel Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Citadel Advisors’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
2023
Q1 		– Sell
-18,227
Closed -$454K – 15777
2022
Q4 		$454K Buy
18,227
+10,522
+137% +$290K ﹤0.01% 8449
2022
Q3 		$208K Buy
+7,705
New +$220K ﹤0.01% 10333

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors's SMMF Position: Q1 2023 in Review

Citadel Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q1 2023, closing a stake of 18,227 shares — an estimated $454K sold.

Citadel Advisors first reported a position in SMMF in Q3 2022 and held it in 2 quarters. The position peaked at $454K in Q4 2022. 70 funds tracked by Wall St. Rank hold SMMF as of Q1 2023.

  • Citadel Advisors reported no remaining Summit Financial Group, Inc. position as of Q1 2023 after selling out during the quarter.
  • Citadel Advisors sold 18,227 Summit Financial Group, Inc. shares in Q1 2023, an estimated $454K.
  • Citadel Advisors first reported a position in Summit Financial Group, Inc. in Q3 2022 and held it in 2 quarters.
  • Citadel Advisors's Summit Financial Group, Inc. position peaked at $454K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q1 2023.

Based on Citadel Advisors's 13F filing for Q1 2023, filed 15 May 2023.