FHC
SMBK icon

Forest Hill Capital’s SmartFinancial SMBK Stock Holding History

Forest Hill Capital’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,632
Closed -$725K – 43
2024
Q2 		$725K Hold
30,632
– – 0.6% 31
2024
Q1 		$645K Sell
30,632
-66,075
-68% -$1.46M 0.56% 34
2023
Q4 		$2.37M Sell
96,707
-135,208
-58% -$2.99M 1.24% 27
2023
Q3 		$4.96M Sell
231,915
-33,734
-13% -$781K 2.57% 16
2023
Q2 		$5.71M Hold
265,649
– – 2.71% 13
2023
Q1 		$6.15M Hold
265,649
– – 2.67% 13
2022
Q4 		$7.31M Buy
265,649
+3,983
+2% +$112K 3.08% 15
2022
Q3 		$6.47M Buy
261,666
+100
+0% +$2.52K 2.76% 19
2022
Q2 		$6.32M Sell
261,566
-5,062
-2% -$126K 2.62% 18
2022
Q1 		$6.82M Buy
266,628
+12,480
+5% +$330K 1.8% 23
2021
Q4 		$6.95M Buy
254,148
+2,035
+0.8% +$53.9K 1.9% 25
2021
Q3 		$6.52M Buy
252,113
+25,000
+11% +$618K 1.82% 25
2021
Q2 		$5.45M Buy
227,113
+5,632
+3% +$133K 1.63% 25
2021
Q1 		$4.79M Hold
221,481
– – 1.44% 25
2020
Q4 		$4.02M Buy
221,481
+2,144
+1% +$35.3K 1.46% 26
2020
Q3 		$2.98M Hold
219,337
– – 1.35% 28
2020
Q2 		$3.55M Hold
219,337
– – 1.53% 26
2020
Q1 		$3.34M Hold
219,337
– – 1.78% 26
2019
Q4 		$5.19M Hold
219,337
– – 1.71% 23
2019
Q3 		$4.57M Hold
219,337
– – 1.61% 26
2019
Q2 		$4.76M Sell
219,337
-2,000
-0.9% -$41.4K 1.66% 26
2019
Q1 		$4.18M Sell
221,337
-88,406
-29% -$1.69M 1.29% 31
2018
Q4 		$5.66M Sell
309,743
-56,014
-15% -$1.16M 1.79% 22
2018
Q3 		$8.61M Buy
365,757
+38,973
+12% +$970K 1.86% 27
2018
Q2 		$8.42M Hold
326,784
– – 2.2% 21
2018
Q1 		$7.7M Buy
326,784
+16,916
+5% +$378K 2.09% 23
2017
Q4 		$6.72M Buy
309,868
+25,405
+9% +$585K 1.9% 25
2017
Q3 		$6.84M Hold
284,463
– – 1.96% 24
2017
Q2 		$6.79M Buy
284,463
+45,042
+19% +$1.03M 2.04% 23
2017
Q1 		$5.04M Buy
+239,421
New +$5.01M 1.61% 29

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Forest Hill Capital's SMBK Position: Q3 2024 in Review

Forest Hill Capital sold out of SmartFinancial (SMBK) in Q3 2024, closing a stake of 30,632 shares — an estimated $725K sold.

Forest Hill Capital first reported a position in SMBK in Q1 2017 and held it in 30 quarters. The position peaked at $8.61M in Q3 2018. 116 funds tracked by Wall St. Rank hold SMBK as of Q3 2024.

  • Forest Hill Capital reported no remaining SmartFinancial position as of Q3 2024 after selling out during the quarter.
  • Forest Hill Capital sold 30,632 SmartFinancial shares in Q3 2024, an estimated $725K.
  • Forest Hill Capital first reported a position in SmartFinancial in Q1 2017 and held it in 30 quarters.
  • Forest Hill Capital's SmartFinancial position peaked at $8.61M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2024.

Based on Forest Hill Capital's 13F filing for Q3 2024, filed 14 Nov 2024.