Gendell Jeffrey L’s Summit Financial Group, Inc. SMMF Stock Holding History

Gendell Jeffrey L’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 Q4	–	Sell	-19,140	Closed	-$469K	–	65
2021 Q3	$469K	Hold	19,140	–	–	0.04%	57
2021 Q2	$421K	Hold	19,140	–	–	0.04%	54
2021 Q1	$508K	Hold	19,140	–	–	0.05%	48
2020 Q4	$423K	Buy	+19,140	New	+$377K	0.06%	43
2020 Q2	–	Sell	-4,140	Closed	-$88K	–	57
2020 Q1	$88K	Sell	4,140 -13,116	-76%	-$304K	0.03%	52
2019 Q4	$467K	Sell	17,256 -1,781	-9%	-$47K	0.06%	54
2019 Q3	$487K	Sell	19,037 -25,112	-57%	-$648K	0.07%	50
2019 Q2	$1.19M	Sell	44,149 -37,322	-46%	-$962K	0.15%	44
2019 Q1	$2.16M	Sell	81,471 -1,923	-2%	-$45.4K	0.3%	43
2018 Q4	$1.61M	Sell	83,394 -976	-1%	-$20.5K	0.3%	43
2018 Q3	$1.96M	Sell	84,370 -30,317	-26%	-$769K	0.17%	43
2018 Q2	$3.08M	Sell	114,687 -38,570	-25%	-$1.01M	0.31%	37
2018 Q1	$3.83M	Sell	153,257 -83,474	-35%	-$2.11M	0.43%	38
2017 Q4	$6.23M	Sell	236,731 -3,619	-2%	-$96.8K	0.43%	37
2017 Q3	$6.17M	Hold	240,350	–	–	0.49%	34
2017 Q2	$5.29M	Hold	240,350	–	–	0.38%	35
2017 Q1	$5.18M	Hold	240,350	–	–	0.52%	38
2016 Q4	$6.62M	Hold	240,350	–	–	0.77%	30
2016 Q3	$4.61M	Sell	240,350 -19,656	-8%	-$381K	0.68%	29
2016 Q2	$4.55M	Sell	260,006 -2,444	-0.9%	-$43.3K	0.93%	24
2016 Q1	$4.06M	Buy	262,450 +5,010	+2%	+$65.1K	0.77%	28
2015 Q4	$3.06M	Buy	257,440 +57,706	+29%	+$668K	0.56%	30
2015 Q3	$2.35M	Buy	199,734 +6,304	+3%	+$74.1K	0.49%	32
2015 Q2	$2.17M	Buy	193,430 +22,371	+13%	+$260K	0.37%	38
2015 Q1	$2.04M	Buy	171,059 +5,441	+3%	+$63.3K	0.32%	38
2014 Q4	$1.97M	Buy	165,618 +33,972	+26%	+$376K	0.33%	40
2014 Q3	$1.35M	Buy	131,646 +44,707	+51%	+$463K	0.18%	43
2014 Q2	$925K	Buy	86,939 +4,107	+5%	+$43.5K	0.13%	48
2014 Q1	$849K	Buy	82,832 +4,563	+6%	+$46.3K	0.12%	45
2013 Q4	$776K	Buy	78,269 +20,515	+36%	+$189K	0.13%	44
2013 Q3	$500K	Buy	+57,754	New	+$492K	0.07%	45

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

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Gendell Jeffrey L's SMMF Position: Q4 2021 in Review

Gendell Jeffrey L sold out of Summit Financial Group, Inc. (SMMF) in Q4 2021, closing a stake of 19,140 shares — an estimated $469K sold.

Gendell Jeffrey L first reported a position in SMMF in Q3 2013 and held it in 31 quarters. The position peaked at $6.62M in Q4 2016. 64 funds tracked by Wall St. Rank hold SMMF as of Q4 2021.

Gendell Jeffrey L reported no remaining Summit Financial Group, Inc. position as of Q4 2021 after selling out during the quarter.
Gendell Jeffrey L sold 19,140 Summit Financial Group, Inc. shares in Q4 2021, an estimated $469K.
Gendell Jeffrey L first reported a position in Summit Financial Group, Inc. in Q3 2013 and held it in 31 quarters.
Gendell Jeffrey L's Summit Financial Group, Inc. position peaked at $6.62M in Q4 2016.
64 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2021.

Based on Gendell Jeffrey L's 13F filing for Q4 2021, filed 11 Feb 2022.