Connor, Clark & Lunn Investment Management (CC&L)
SMMF

Connor, Clark & Lunn Investment Management (CC&L)’s Summit Financial Group, Inc. SMMF Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q2 		– Sell
-8,047
Closed -$206K – 1229
2022
Q1 		$206K Buy
+8,047
New +$216K ﹤0.01% 940

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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

Connor, Clark & Lunn Investment Management (CC&L)'s SMMF Position: Q2 2022 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Summit Financial Group, Inc. (SMMF) in Q2 2022, closing a stake of 8,047 shares — an estimated $206K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SMMF in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 73 funds tracked by Wall St. Rank hold SMMF as of Q2 2022.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Summit Financial Group, Inc. position as of Q2 2022 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 8,047 Summit Financial Group, Inc. shares in Q2 2022, an estimated $206K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Summit Financial Group, Inc. in Q1 2022 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Summit Financial Group, Inc. position peaked at $206K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2022.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2022, filed 5 Aug 2022.