Morgan Stanley
SMMF

Morgan Stanley’s Summit Financial Group, Inc. SMMF Stock Holding History

Morgan Stanley’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
-32,252
Closed -$876K – 8045
2024
Q1 		$876K Sell
32,252
-50,114
-61% -$1.38M ﹤0.01% 5036
2023
Q4 		$2.53M Buy
82,366
+54,150
+192% +$1.31M ﹤0.01% 4790
2023
Q3 		$636K Sell
28,216
-4,049
-13% -$93.4K ﹤0.01% 5056
2023
Q2 		$667K Buy
32,265
+3,813
+13% +$75K ﹤0.01% 5070
2023
Q1 		$590K Buy
28,452
+3,596
+14% +$87.6K ﹤0.01% 5154
2022
Q4 		$619K Buy
24,856
+3,478
+16% +$95.9K ﹤0.01% 5127
2022
Q3 		$575K Buy
21,378
+3,350
+19% +$95.8K ﹤0.01% 5199
2022
Q2 		$501K Buy
18,028
+5,812
+48% +$154K ﹤0.01% 5423
2022
Q1 		$313K Buy
12,216
+699
+6% +$18.7K ﹤0.01% 5665
2021
Q4 		$315K Buy
11,517
+649
+6% +$17.2K ﹤0.01% 5813
2021
Q3 		$266K Buy
10,868
+3,225
+42% +$75.4K ﹤0.01% 5852
2021
Q2 		$168K Buy
7,643
+1,185
+18% +$29K ﹤0.01% 6097
2021
Q1 		$171K Sell
6,458
-6,157
-49% -$146K ﹤0.01% 5753
2020
Q4 		$279K Buy
12,615
+7,918
+169% +$156K ﹤0.01% 5416
2020
Q3 		$70K Sell
4,697
-2,089
-31% -$32.4K ﹤0.01% 5587
2020
Q2 		$111K Buy
6,786
+5,096
+302% +$83.7K ﹤0.01% 5357
2020
Q1 		$36K Sell
1,690
-14,287
-89% -$331K ﹤0.01% 5587
2019
Q4 		$433K Buy
15,977
+11,032
+223% +$291K ﹤0.01% 5008
2019
Q3 		$127K Buy
4,945
+4,273
+636% +$110K ﹤0.01% 5354
2019
Q2 		$18K Sell
672
-1,730
-72% -$44.6K ﹤0.01% 5976
2019
Q1 		$64K Sell
2,402
-17,965
-88% -$424K ﹤0.01% 5558
2018
Q4 		$394K Sell
20,367
-4,975
-20% -$105K ﹤0.01% 4942
2018
Q3 		$588K Sell
25,342
-1,546
-6% -$39.2K ﹤0.01% 4907
2018
Q2 		$722K Buy
26,888
+4,426
+20% +$116K ﹤0.01% 4844
2018
Q1 		$562K Buy
22,462
+997
+5% +$25.2K ﹤0.01% 4939
2017
Q4 		$565K Buy
21,465
+5,545
+35% +$148K ﹤0.01% 4906
2017
Q3 		$408K Buy
15,920
+4,449
+39% +$99.5K ﹤0.01% 5000
2017
Q2 		$252K Sell
11,471
-1,480
-11% -$32.4K ﹤0.01% 5210
2017
Q1 		$279K Sell
12,951
-13,292
-51% -$320K ﹤0.01% 5153
2016
Q4 		$722K Buy
26,243
+22,592
+619% +$530K ﹤0.01% 4689
2016
Q3 		$70K Buy
3,651
+1,522
+71% +$29.5K ﹤0.01% 5455
2016
Q2 		$37K Sell
2,129
-10,961
-84% -$194K ﹤0.01% 5633
2016
Q1 		$203K Buy
13,090
+10,942
+509% +$142K ﹤0.01% 4970
2015
Q4 		$25K Sell
2,148
-4,807
-69% -$55.7K ﹤0.01% 5968
2015
Q3 		$82K Sell
6,955
-19
-0.3% -$223 ﹤0.01% 5508
2015
Q2 		$78K Buy
6,974
+135
+2% +$1.57K ﹤0.01% 5709
2015
Q1 		$82K Hold
6,839
– – ﹤0.01% 5607
2014
Q4 		$81K Hold
6,839
– – ﹤0.01% 5637
2014
Q3 		$70K Hold
6,839
– – ﹤0.01% 5615
2014
Q2 		$72K Hold
6,839
– – ﹤0.01% 5633
2014
Q1 		$70K Buy
+6,839
New +$69.5K ﹤0.01% 5583

Other funds holding SMMF

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

Morgan Stanley's SMMF Position: Q2 2024 in Review

Morgan Stanley sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 32,252 shares — an estimated $876K sold.

Morgan Stanley first reported a position in SMMF in Q1 2014 and held it in 41 quarters. The position peaked at $2.53M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Morgan Stanley reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 32,252 Summit Financial Group, Inc. shares in Q2 2024, an estimated $876K.
  • Morgan Stanley first reported a position in Summit Financial Group, Inc. in Q1 2014 and held it in 41 quarters.
  • Morgan Stanley's Summit Financial Group, Inc. position peaked at $2.53M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.