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MTIC
Missouri Trust & Investment Company’s
Southern Missouri Bancorp
SMBC
Stock Holding History
Missouri Trust & Investment Company’s Portfolio
SMBC Stock Details
SMBC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-200
Closed
-$11.3K
–
445
2024
Q3
$11.3K
Sell
200
-197,733
-100%
-$10.3M
﹤0.01%
293
2024
Q2
$8.91M
Sell
197,933
-19,709
-9%
-$820K
3.36%
5
2024
Q1
$9.51M
Sell
217,642
-100
-0%
-$4.5K
3.67%
4
2023
Q4
$11.6M
Hold
217,742
–
–
4.7%
4
2023
Q3
$8.42M
Hold
217,742
–
–
3.79%
4
2023
Q2
$8.37M
Buy
217,742
+9
+0%
+$331
4.72%
2
2023
Q1
$8.15M
Buy
217,733
+1,000
+0.5%
+$45K
5.26%
2
2022
Q4
$9.93M
Hold
216,733
–
–
5.96%
2
2022
Q3
$11.1M
Hold
216,733
–
–
7.24%
2
2022
Q2
$9.81M
Buy
216,733
+1,000
+0.5%
+$45.3K
6.4%
2
2022
Q1
$10.8M
Hold
215,733
–
–
6.32%
2
2021
Q4
$11.3M
Buy
+215,733
New
+$11.2M
6.5%
2
Other funds holding SMBC
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T 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
FCM
FJ Capital Management
Mclean, Virginia
$888M AUM
18.97%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
RA
Raffles Associates
New York
$115M AUM
35.69%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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