Credit Suisse’s Summit Financial Group, Inc. SMMF Stock Holding History

Credit Suisse’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	-62	Closed	-$2K	–	4171
2022 Q3	$2K	Buy	62 +51	+464%	+$1.46K	﹤0.01%	3777
2022 Q2	$0	Buy	+11	New	+$292	﹤0.01%	4445
2016 Q2	–	Sell	-10,597	Closed	-$164K	–	4381
2016 Q1	$164K	Buy	+10,597	New	+$138K	﹤0.01%	3733

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Credit Suisse's SMMF Position: Q4 2022 in Review

Credit Suisse sold out of Summit Financial Group, Inc. (SMMF) in Q4 2022, closing a stake of 62 shares — an estimated $2K sold.

Credit Suisse first reported a position in SMMF in Q1 2016 and held it in 3 quarters. The position peaked at $164K in Q1 2016. 70 funds tracked by Wall St. Rank hold SMMF as of Q4 2022.

Credit Suisse reported no remaining Summit Financial Group, Inc. position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 62 Summit Financial Group, Inc. shares in Q4 2022, an estimated $2K.
Credit Suisse first reported a position in Summit Financial Group, Inc. in Q1 2016 and held it in 3 quarters.
Credit Suisse's Summit Financial Group, Inc. position peaked at $164K in Q1 2016.
70 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.