MAM
SMBK icon

Meeder Asset Management’s SmartFinancial SMBK Stock Holding History

Meeder Asset Management’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
-457
Closed -$9.63K – 984
2024
Q1 		$9.63K Buy
+457
New +$10.1K ﹤0.01% 556
2020
Q2 		– Sell
-1,311
Closed -$20K – 2427
2020
Q1 		$20K Buy
1,311
+11
+0.8% +$216 ﹤0.01% 1251
2019
Q4 		$31K Buy
1,300
+700
+117% +$15.4K ﹤0.01% 1203
2019
Q3 		$12K Buy
+600
New +$12.6K ﹤0.01% 1476

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return