Leavell Investment Management’s SmartFinancial SMBK Stock Holding History

Leavell Investment Management’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 Q1	–	Sell	-10,500	Closed	-$257K	–	483
2023 Q4	$257K	Hold	10,500	–	–	0.02%	426
2023 Q3	$224K	Hold	10,500	–	–	0.02%	437
2023 Q2	$226K	Hold	10,500	–	–	0.02%	435
2023 Q1	$243K	Hold	10,500	–	–	0.02%	418
2022 Q4	$289K	Hold	10,500	–	–	0.02%	378
2022 Q3	$259K	Hold	10,500	–	–	0.02%	385
2022 Q2	$254K	Hold	10,500	–	–	0.02%	389
2022 Q1	$269K	Hold	10,500	–	–	0.02%	377
2021 Q4	$287K	Sell	10,500 -500	-5%	-$13.3K	0.02%	384
2021 Q3	$284K	Hold	11,000	–	–	0.02%	358
2021 Q2	$238K	Hold	11,000	–	–	0.02%	364
2021 Q1	$238K	Hold	11,000	–	–	0.02%	364
2020 Q4	$200K	Buy	+11,000	New	+$181K	0.02%	370

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCA

Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Leavell Investment Management's SMBK Position: Q1 2024 in Review

Leavell Investment Management sold out of SmartFinancial (SMBK) in Q1 2024, closing a stake of 10,500 shares — an estimated $257K sold.

Leavell Investment Management first reported a position in SMBK in Q4 2020 and held it in 13 quarters. The position peaked at $289K in Q4 2022. 102 funds tracked by Wall St. Rank hold SMBK as of Q1 2024.

Leavell Investment Management reported no remaining SmartFinancial position as of Q1 2024 after selling out during the quarter.
Leavell Investment Management sold 10,500 SmartFinancial shares in Q1 2024, an estimated $257K.
Leavell Investment Management first reported a position in SmartFinancial in Q4 2020 and held it in 13 quarters.
Leavell Investment Management's SmartFinancial position peaked at $289K in Q4 2022.
102 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2024.

Based on Leavell Investment Management's 13F filing for Q1 2024, filed 24 Apr 2024.