Darrell & King’s Summit Financial Group, Inc. SMMF Stock Holding History

Darrell & King’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
2020 Q4	$264K	Hold	11,946	–	–	0.04%	35
2020 Q3	$177K	Hold	11,946	–	–	0.04%	35
2020 Q2	$197K	Hold	11,946	–	–	0.04%	38
2020 Q1	$253K	Buy	+11,946	New	+$277K	0.06%	35
2019 Q3	$306K	Hold	11,946	–	–	0.06%	39
2019 Q2	$321K	Hold	11,946	–	–	0.06%	41
2019 Q1	$317K	Hold	11,946	–	–	0.05%	40
2018 Q4	$231K	Hold	11,946	–	–	0.04%	46
2018 Q3	$277K	Hold	11,946	–	–	0.04%	46
2018 Q2	$321K	Hold	11,946	–	–	0.05%	41
2018 Q1	$299K	Hold	11,946	–	–	0.04%	43
2017 Q4	$314K	Hold	11,946	–	–	0.04%	43
2017 Q3	$307K	Hold	11,946	–	–	0.04%	41
2017 Q2	$263K	Buy	+11,946	New	+$262K	0.04%	46

Other funds holding SMMF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return

Darrell & King's SMMF Position: Q4 2020 in Review

Darrell & King held its Summit Financial Group, Inc. (SMMF) position steady in Q4 2020 at 11,946 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #35.

Darrell & King first reported a position in SMMF in Q2 2017 and has held it in 14 quarters since. The position peaked at $321K in Q2 2019. 56 funds tracked by Wall St. Rank hold SMMF as of Q4 2020.

Darrell & King held 11,946 shares of Summit Financial Group, Inc. worth $264K as of Q4 2020.
Darrell & King left its Summit Financial Group, Inc. share count unchanged in Q4 2020.
Summit Financial Group, Inc. made up 0.04% of Darrell & King's portfolio in Q4 2020, its #35 holding.
Darrell & King first reported a position in Summit Financial Group, Inc. in Q2 2017 and has held it in 14 quarters since.
Darrell & King's Summit Financial Group, Inc. position peaked at $321K in Q2 2019.
56 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2020.

Based on Darrell & King's 13F filing for Q4 2020, filed 15 Jan 2021.