DA
SMBC icon

Denali Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Denali Advisors’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,600
Closed -$139K – 496
2023
Q4 		$139K Buy
+2,600
New +$116K 0.04% 257
2023
Q1 		– Sell
-1,600
Closed -$73.3K – 487
2022
Q4 		$73.3K Hold
1,600
– – 0.03% 187
2022
Q3 		$82K Buy
1,600
+300
+23% +$15.3K 0.04% 176
2022
Q2 		$59K Hold
1,300
– – 0.03% 204
2022
Q1 		$65K Hold
1,300
– – 0.03% 224
2021
Q4 		$68K Buy
+1,300
New +$67.7K 0.03% 222
2021
Q1 		– Sell
-3,170
Closed -$96K – 413
2020
Q4 		$96K Buy
3,170
+770
+32% +$21.4K 0.02% 270
2020
Q3 		$57K Sell
2,400
-500
-17% -$11.4K 0.01% 294
2020
Q2 		$70K Buy
2,900
+1,010
+53% +$23.4K 0.01% 310
2020
Q1 		$46K Buy
1,890
+327
+21% +$11.1K 0.01% 290
2019
Q4 		$60K Buy
1,563
+1,500
+2,381% +$55.5K 0.01% 277
2019
Q3 		$2K Buy
63
+9
+17% +$305 ﹤0.01% 275
2019
Q2 		$2K Hold
54
– – ﹤0.01% 279
2019
Q1 		$2K Hold
54
– – ﹤0.01% 232
2018
Q4 		$2K Buy
+54
New +$1.88K ﹤0.01% 216
2018
Q2 		– Sell
-134
Closed -$5K – 304
2018
Q1 		$5K Hold
134
– – ﹤0.01% 150
2017
Q4 		$5K Sell
134
-27
-17% -$1.03K ﹤0.01% 154
2017
Q3 		$6K Buy
161
+52
+48% +$1.69K ﹤0.01% 134
2017
Q2 		$4K Hold
109
– – ﹤0.01% 164
2017
Q1 		$4K Hold
109
– – ﹤0.01% 157
2016
Q4 		$4K Hold
109
– – ﹤0.01% 166
2016
Q3 		$3K Hold
109
– – ﹤0.01% 188
2016
Q2 		$3K Hold
109
– – ﹤0.01% 171
2016
Q1 		$3K Hold
109
– – ﹤0.01% 174
2015
Q4 		$3K Hold
109
– – ﹤0.01% 177
2015
Q3 		$2K Hold
109
– – ﹤0.01% 228
2015
Q2 		$2K Hold
109
– – ﹤0.01% 240
2015
Q1 		$2K Buy
+109
New +$2.05K ﹤0.01% 227

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors's SMBC Position: Q1 2024 in Review

Denali Advisors sold out of Southern Missouri Bancorp (SMBC) in Q1 2024, closing a stake of 2,600 shares — an estimated $139K sold.

Denali Advisors first reported a position in SMBC in Q1 2015 and held it in 28 quarters. The position peaked at $139K in Q4 2023. 92 funds tracked by Wall St. Rank hold SMBC as of Q1 2024.

  • Denali Advisors reported no remaining Southern Missouri Bancorp position as of Q1 2024 after selling out during the quarter.
  • Denali Advisors sold 2,600 Southern Missouri Bancorp shares in Q1 2024, an estimated $139K.
  • Denali Advisors first reported a position in Southern Missouri Bancorp in Q1 2015 and held it in 28 quarters.
  • Denali Advisors's Southern Missouri Bancorp position peaked at $139K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2024.

Based on Denali Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.