JY
SMMF

Jeff Yass’s Summit Financial Group, Inc. SMMF Stock Holding History

Jeff Yass’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
2023
Q2 		– Sell
-10,700
Closed -$222K – 13463
2023
Q1 		$222K Buy
+10,700
New +$261K ﹤0.01% 10371

Other funds holding SMMF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jeff Yass's SMMF Position: Q1 2024 in Review

Jeff Yass sold out of Summit Financial Group, Inc. (SMMF) in Q1 2024, closing a stake of 15,631 shares — an estimated $480K sold.

Jeff Yass first reported a position in SMMF in Q2 2023 and held it in 2 quarters. The position peaked at $480K in Q4 2023. 91 funds tracked by Wall St. Rank hold SMMF as of Q1 2024.

  • Jeff Yass reported no remaining Summit Financial Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 15,631 Summit Financial Group, Inc. shares in Q1 2024, an estimated $480K.
  • Jeff Yass first reported a position in Summit Financial Group, Inc. in Q2 2023 and held it in 2 quarters.
  • Jeff Yass's Summit Financial Group, Inc. position peaked at $480K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.