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Globeflex Capital’s Southern Missouri Bancorp SMBC Stock Holding History

Globeflex Capital’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
Q4 		– Sell
-7,948
Closed -$406K – 524
2022
Q3 		$406K Hold
7,948
– – 0.07% 269
2022
Q2 		$360K Hold
7,948
– – 0.09% 257
2022
Q1 		$397K Hold
7,948
– – 0.08% 267
2021
Q4 		$415K Hold
7,948
– – 0.09% 268
2021
Q3 		$357K Hold
7,948
– – 0.08% 271
2021
Q2 		$357K Hold
7,948
– – 0.06% 327
2021
Q1 		$313K Buy
+7,948
New +$284K 0.06% 348

Other funds holding SMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RA
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
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

Globeflex Capital's SMBC Position: Q4 2022 in Review

Globeflex Capital sold out of Southern Missouri Bancorp (SMBC) in Q4 2022, closing a stake of 7,948 shares — an estimated $406K sold.

Globeflex Capital first reported a position in SMBC in Q1 2021 and held it in 7 quarters. The position peaked at $415K in Q4 2021. 80 funds tracked by Wall St. Rank hold SMBC as of Q4 2022.

  • Globeflex Capital reported no remaining Southern Missouri Bancorp position as of Q4 2022 after selling out during the quarter.
  • Globeflex Capital sold 7,948 Southern Missouri Bancorp shares in Q4 2022, an estimated $406K.
  • Globeflex Capital first reported a position in Southern Missouri Bancorp in Q1 2021 and held it in 7 quarters.
  • Globeflex Capital's Southern Missouri Bancorp position peaked at $415K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2022.

Based on Globeflex Capital's 13F filing for Q4 2022, filed 10 Feb 2023.