HSBC Holdings’s Summit Financial Group, Inc. SMMF Stock Holding History

HSBC Holdings’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	-13,586	Closed	-$369K	–	3231
2024 Q1	$369K	Buy	13,586 +798	+6%	+$21.9K	﹤0.01%	2285
2023 Q4	$398K	Buy	12,788 +1,954	+18%	+$47.2K	﹤0.01%	2151
2023 Q3	$247K	Buy	10,834 +7	+0.1%	+$161	﹤0.01%	2313
2023 Q2	$226K	Hold	10,827	–	–	﹤0.01%	2273
2023 Q1	$224K	Hold	10,827	–	–	﹤0.01%	2344
2022 Q4	$269K	Buy	10,827 +254	+2%	+$7K	﹤0.01%	2616
2022 Q3	$289K	Buy	+10,573	New	+$302K	﹤0.01%	2444

Other funds holding SMMF

PFPT

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

HSBC Holdings's SMMF Position: Q2 2024 in Review

HSBC Holdings sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 13,586 shares — an estimated $369K sold.

HSBC Holdings first reported a position in SMMF in Q3 2022 and held it in 7 quarters. The position peaked at $398K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

HSBC Holdings reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
HSBC Holdings sold 13,586 Summit Financial Group, Inc. shares in Q2 2024, an estimated $369K.
HSBC Holdings first reported a position in Summit Financial Group, Inc. in Q3 2022 and held it in 7 quarters.
HSBC Holdings's Summit Financial Group, Inc. position peaked at $398K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on HSBC Holdings's 13F filing for Q2 2024, filed 12 Aug 2024.