Lincoln National Corp’s Summit Financial Group, Inc. SMMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,091
Closed -$220K 1196
2024
Q1
$220K Buy
+8,091
New +$222K ﹤0.01% 1109

Other funds holding SMMF

Lincoln National Corp's SMMF Position: Q2 2024 in Review

Lincoln National Corp sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 8,091 shares — an estimated $220K sold.

Lincoln National Corp first reported a position in SMMF in Q1 2024 and held it in 1 quarter. The position peaked at $220K in Q1 2024. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Lincoln National Corp reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 8,091 Summit Financial Group, Inc. shares in Q2 2024, an estimated $220K.
  • Lincoln National Corp first reported a position in Summit Financial Group, Inc. in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's Summit Financial Group, Inc. position peaked at $220K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.