Emerald Mutual Fund Advisers Trust’s Summit Financial Group, Inc. SMMF Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024 Q2	–	Sell	-25,937	Closed	-$704K	–	250
2024 Q1	$704K	Hold	25,937	–	–	0.04%	152
2023 Q4	$796K	Hold	25,937	–	–	0.04%	169
2023 Q3	$585K	Buy	+25,937	New	+$598K	0.04%	170

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SMMF Position: Q2 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 25,937 shares — an estimated $704K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SMMF in Q3 2023 and held it in 3 quarters. The position peaked at $796K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 25,937 Summit Financial Group, Inc. shares in Q2 2024, an estimated $704K.
Emerald Mutual Fund Advisers Trust first reported a position in Summit Financial Group, Inc. in Q3 2023 and held it in 3 quarters.
Emerald Mutual Fund Advisers Trust's Summit Financial Group, Inc. position peaked at $796K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2024, filed 6 Aug 2024.