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

Denali 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
2021 Q2	–	Sell	-1,800	Closed	-$48K	–	389
2021 Q1	$48K	Hold	1,800	–	–	0.01%	225
2020 Q4	$40K	Hold	1,800	–	–	0.01%	299
2020 Q3	$27K	Hold	1,800	–	–	0.01%	320
2020 Q2	$30K	Hold	1,800	–	–	0.01%	340
2020 Q1	$38K	Sell	1,800 -2,288	-56%	-$53K	0.01%	296
2019 Q4	$111K	Buy	+4,088	New	+$108K	0.02%	252
2018 Q3	–	Sell	-44	Closed	-$1K	–	307
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	268
2018 Q1	$1K	Sell	44 -77	-64%	-$1.95K	﹤0.01%	261
2017 Q4	$3K	Hold	121	–	–	﹤0.01%	211
2017 Q3	$3K	Hold	121	–	–	﹤0.01%	210
2017 Q2	$3K	Buy	+121	New	+$2.65K	﹤0.01%	207

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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

Denali Advisors's SMMF Position: Q2 2021 in Review

Denali Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q2 2021, closing a stake of 1,800 shares — an estimated $48K sold.

Denali Advisors first reported a position in SMMF in Q2 2017 and held it in 11 quarters. The position peaked at $111K in Q4 2019. 56 funds tracked by Wall St. Rank hold SMMF as of Q2 2021.

Denali Advisors reported no remaining Summit Financial Group, Inc. position as of Q2 2021 after selling out during the quarter.
Denali Advisors sold 1,800 Summit Financial Group, Inc. shares in Q2 2021, an estimated $48K.
Denali Advisors first reported a position in Summit Financial Group, Inc. in Q2 2017 and held it in 11 quarters.
Denali Advisors's Summit Financial Group, Inc. position peaked at $111K in Q4 2019.
56 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2021.

Based on Denali Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.