Los Angeles Capital Management
SMMF

Los Angeles Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Los Angeles Capital Management’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
Q1 		– Sell
-13,840
Closed -$425K – 1240
2023
Q4 		$425K Hold
13,840
– – ﹤0.01% 925
2023
Q3 		$312K Hold
13,840
– – ﹤0.01% 946
2023
Q2 		$286K Buy
13,840
+2,628
+23% +$51.7K ﹤0.01% 1020
2023
Q1 		$233K Buy
11,212
+2,137
+24% +$52.1K ﹤0.01% 1090
2022
Q4 		$226K Buy
+9,075
New +$250K ﹤0.01% 1119

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $590M AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Los Angeles Capital Management's SMMF Position: Q1 2024 in Review

Los Angeles Capital Management sold out of Summit Financial Group, Inc. (SMMF) in Q1 2024, closing a stake of 13,840 shares — an estimated $425K sold.

Los Angeles Capital Management first reported a position in SMMF in Q4 2022 and held it in 5 quarters. The position peaked at $425K in Q4 2023. 91 funds tracked by Wall St. Rank hold SMMF as of Q1 2024.

  • Los Angeles Capital Management reported no remaining Summit Financial Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Los Angeles Capital Management sold 13,840 Summit Financial Group, Inc. shares in Q1 2024, an estimated $425K.
  • Los Angeles Capital Management first reported a position in Summit Financial Group, Inc. in Q4 2022 and held it in 5 quarters.
  • Los Angeles Capital Management's Summit Financial Group, Inc. position peaked at $425K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q1 2024.

Based on Los Angeles Capital Management's 13F filing for Q1 2024, filed 5 Apr 2024.