LSV Asset Management
SMMF

LSV Asset Management’s Summit Financial Group, Inc. SMMF Stock Holding History

LSV Asset 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
Q2 		– Sell
-32,700
Closed -$888K – 883
2024
Q1 		$888K Hold
32,700
– – ﹤0.01% 699
2023
Q4 		$1M Hold
32,700
– – ﹤0.01% 688
2023
Q3 		$737K Hold
32,700
– – ﹤0.01% 709
2023
Q2 		$676K Buy
32,700
+4,200
+15% +$82.6K ﹤0.01% 730
2023
Q1 		$591K Sell
28,500
-300
-1% -$7.31K ﹤0.01% 708
2022
Q4 		$717K Hold
28,800
– – ﹤0.01% 688
2022
Q3 		$776K Sell
28,800
-13,385
-32% -$383K ﹤0.01% 668
2022
Q2 		$1.17M Sell
42,185
-900
-2% -$23.9K ﹤0.01% 660
2022
Q1 		$1.1M Sell
43,085
-2,705
-6% -$72.5K ﹤0.01% 696
2021
Q4 		$1.26M Sell
45,790
-900
-2% -$23.8K ﹤0.01% 686
2021
Q3 		$1.14M Sell
46,690
-1,400
-3% -$32.7K ﹤0.01% 700
2021
Q2 		$1.06M Hold
48,090
– – ﹤0.01% 711
2021
Q1 		$1.28M Sell
48,090
-2,100
-4% -$49.8K ﹤0.01% 706
2020
Q4 		$1.11M Sell
50,190
-1,500
-3% -$29.5K ﹤0.01% 735
2020
Q3 		$765K Buy
51,690
+7,869
+18% +$122K ﹤0.01% 755
2020
Q2 		$722K Buy
43,821
+2,531
+6% +$41.6K ﹤0.01% 791
2020
Q1 		$875K Sell
41,290
-2,600
-6% -$60.3K ﹤0.01% 734
2019
Q4 		$1.19M Sell
43,890
-800
-2% -$21.1K ﹤0.01% 742
2019
Q3 		$1.14M Sell
44,690
-2,100
-4% -$54.2K ﹤0.01% 737
2019
Q2 		$1.26M Sell
46,790
-2,400
-5% -$61.9K ﹤0.01% 732
2019
Q1 		$1.3M Sell
49,190
-2,700
-5% -$63.7K ﹤0.01% 729
2018
Q4 		$1M Buy
51,890
+24,985
+93% +$525K ﹤0.01% 779
2018
Q3 		$624K Hold
26,905
– – ﹤0.01% 852
2018
Q2 		$722K Buy
26,905
+1,330
+5% +$34.8K ﹤0.01% 830
2018
Q1 		$639K Buy
25,575
+6,675
+35% +$169K ﹤0.01% 841
2017
Q4 		$497K Hold
18,900
– – ﹤0.01% 853
2017
Q3 		$484K Hold
18,900
– – ﹤0.01% 867
2017
Q2 		$415K Buy
18,900
+10,244
+118% +$224K ﹤0.01% 873
2017
Q1 		$186K Buy
+8,656
New +$209K ﹤0.01% 956
2016
Q4 		– Sell
-9,412
Closed -$180K – 1056
2016
Q3 		$180K Hold
9,412
– – ﹤0.01% 930
2016
Q2 		$164K Hold
9,412
– – ﹤0.01% 969
2016
Q1 		$145K Hold
9,412
– – ﹤0.01% 929
2015
Q4 		$111K Hold
9,412
– – ﹤0.01% 934
2015
Q3 		$110K Hold
9,412
– – ﹤0.01% 902
2015
Q2 		$105K Buy
9,412
+512
+6% +$5.96K ﹤0.01% 897
2015
Q1 		$106K Hold
8,900
– – ﹤0.01% 851
2014
Q4 		$98K Hold
8,900
– – ﹤0.01% 862
2014
Q3 		$89K Hold
8,900
– – ﹤0.01% 857
2014
Q2 		$94K Hold
8,900
– – ﹤0.01% 827
2014
Q1 		$89K Hold
8,900
– – ﹤0.01% 820
2013
Q4 		$88K Hold
8,900
– – ﹤0.01% 841
2013
Q3 		$76K Hold
8,900
– – ﹤0.01% 931
2013
Q2 		$71K Buy
+8,900
New +$69.8K ﹤0.01% 838

Other funds holding SMMF

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

LSV Asset Management's SMMF Position: Q2 2024 in Review

LSV Asset Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 32,700 shares — an estimated $888K sold.

LSV Asset Management first reported a position in SMMF in Q2 2013 and held it in 43 quarters. The position peaked at $1.3M in Q1 2019. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • LSV Asset Management reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • LSV Asset Management sold 32,700 Summit Financial Group, Inc. shares in Q2 2024, an estimated $888K.
  • LSV Asset Management first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 43 quarters.
  • LSV Asset Management's Summit Financial Group, Inc. position peaked at $1.3M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on LSV Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.