MAM
SMMF

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

Martingale 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
-13,998
Closed -$380K – 869
2024
Q1 		$380K Hold
13,998
– – 0.01% 667
2023
Q4 		$430K Sell
13,998
-1,700
-11% -$41K 0.01% 638
2023
Q3 		$354K Sell
15,698
-6,502
-29% -$150K 0.01% 660
2023
Q2 		$459K Buy
22,200
+512
+2% +$10.1K 0.01% 630
2023
Q1 		$450K Buy
21,688
+802
+4% +$19.5K 0.01% 639
2022
Q4 		$520K Buy
20,886
+2
+0% +$55 0.01% 607
2022
Q3 		$563K Buy
20,884
+1,157
+6% +$33.1K 0.01% 593
2022
Q2 		$549K Buy
19,727
+908
+5% +$24.1K 0.01% 626
2022
Q1 		$482K Buy
18,819
+3,400
+22% +$91.1K 0.01% 643
2021
Q4 		$424K Hold
15,419
– – 0.01% 678
2021
Q3 		$378K Buy
15,419
+1,600
+12% +$37.4K ﹤0.01% 717
2021
Q2 		$305K Buy
13,819
+1,600
+13% +$39.2K ﹤0.01% 716
2021
Q1 		$325K Buy
+12,219
New +$290K ﹤0.01% 729

Other funds holding SMMF

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

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

Martingale Asset Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 13,998 shares — an estimated $380K sold.

Martingale Asset Management first reported a position in SMMF in Q1 2021 and held it in 13 quarters. The position peaked at $563K in Q3 2022. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Martingale Asset Management reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Martingale Asset Management sold 13,998 Summit Financial Group, Inc. shares in Q2 2024, an estimated $380K.
  • Martingale Asset Management first reported a position in Summit Financial Group, Inc. in Q1 2021 and held it in 13 quarters.
  • Martingale Asset Management's Summit Financial Group, Inc. position peaked at $563K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Martingale Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.