Ellevest Inc’s Southern Missouri Bancorp SMBC Stock Holding History

Ellevest Inc’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
2022 Q1	–	Sell	-9	Closed	–	–	1616
2021 Q4	$0	Buy	+9	New	+$469	﹤0.01%	1633

Other funds holding SMBC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

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

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

Ellevest Inc's SMBC Position: Q1 2022 in Review

Ellevest Inc sold out of Southern Missouri Bancorp (SMBC) in Q1 2022, closing a stake of 9 shares.

Ellevest Inc first reported a position in SMBC in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 87 funds tracked by Wall St. Rank hold SMBC as of Q1 2022.

Ellevest Inc reported no remaining Southern Missouri Bancorp position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 9 Southern Missouri Bancorp shares in Q1 2022.
Ellevest Inc first reported a position in Southern Missouri Bancorp in Q4 2021 and held it in 1 quarter.
Ellevest Inc's Southern Missouri Bancorp position peaked at $0 in Q4 2021.
87 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.