Macquarie Group’s SmartFinancial SMBK Stock Holding History

Macquarie Group’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 Q2	–	Sell	-1,261	Closed	-$27	–	2116
2024 Q1	$27	Buy	+1,261	New	+$27.9K	﹤0.01%	1675

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

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

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

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

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Macquarie Group's SMBK Position: Q2 2024 in Review

Macquarie Group sold out of SmartFinancial (SMBK) in Q2 2024, closing a stake of 1,261 shares — an estimated $27 sold.

Macquarie Group first reported a position in SMBK in Q1 2024 and held it in 1 quarter. The position peaked at $27 in Q1 2024. 103 funds tracked by Wall St. Rank hold SMBK as of Q2 2024.

Macquarie Group reported no remaining SmartFinancial position as of Q2 2024 after selling out during the quarter.
Macquarie Group sold 1,261 SmartFinancial shares in Q2 2024, an estimated $27.
Macquarie Group first reported a position in SmartFinancial in Q1 2024 and held it in 1 quarter.
Macquarie Group's SmartFinancial position peaked at $27 in Q1 2024.
103 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2024.

Based on Macquarie Group's 13F filing for Q2 2024, filed 9 Aug 2024.