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

Meeder 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
2022 Q2	–	Sell	-176	Closed	-$5K	–	2489
2022 Q1	$5K	Sell	176 -2	-1%	-$54	﹤0.01%	1829
2021 Q4	$5K	Sell	178 -30	-14%	-$793	﹤0.01%	875
2021 Q3	$5K	Buy	208 +32	+18%	+$748	﹤0.01%	1960
2021 Q2	$4K	Sell	176 -84	-32%	-$2.06K	﹤0.01%	2047
2021 Q1	$7K	Buy	+260	New	+$6.16K	﹤0.01%	1757
2020 Q4	–	Sell	-1,174	Closed	-$17K	–	2300
2020 Q3	$17K	Sell	1,174 -1,300	-53%	-$20.2K	﹤0.01%	1222
2020 Q2	$41K	Sell	2,474 -600	-20%	-$9.86K	﹤0.01%	967
2020 Q1	$65K	Hold	3,074	–	–	0.01%	838
2019 Q4	$84K	Hold	3,074	–	–	0.01%	847
2019 Q3	$79K	Sell	3,074 -272	-8%	-$7.02K	0.01%	872
2019 Q2	$89K	Buy	3,346 +2,240	+203%	+$57.8K	0.01%	790
2019 Q1	$29K	Buy	1,106 +417	+61%	+$9.84K	﹤0.01%	986
2018 Q4	$13K	Hold	689	–	–	﹤0.01%	1177
2018 Q3	$16K	Buy	689 +288	+72%	+$7.31K	﹤0.01%	1083
2018 Q2	$10.8K	Hold	401	–	–	﹤0.01%	1113
2018 Q1	$10K	Sell	401 -168	-30%	-$4.25K	﹤0.01%	1073
2017 Q4	$15K	Buy	+569	New	+$15.2K	﹤0.01%	1030
2017 Q2	–	Sell	-32	Closed	-$1K	–	1931
2017 Q1	$1K	Buy	+32	New	+$771	﹤0.01%	1576

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meeder Asset Management's SMMF Position: Q2 2022 in Review

Meeder Asset Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2022, closing a stake of 176 shares — an estimated $5K sold.

Meeder Asset Management first reported a position in SMMF in Q1 2017 and held it in 18 quarters. The position peaked at $89K in Q2 2019. 73 funds tracked by Wall St. Rank hold SMMF as of Q2 2022.

Meeder Asset Management reported no remaining Summit Financial Group, Inc. position as of Q2 2022 after selling out during the quarter.
Meeder Asset Management sold 176 Summit Financial Group, Inc. shares in Q2 2022, an estimated $5K.
Meeder Asset Management first reported a position in Summit Financial Group, Inc. in Q1 2017 and held it in 18 quarters.
Meeder Asset Management's Summit Financial Group, Inc. position peaked at $89K in Q2 2019.
73 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2022.

Based on Meeder Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.