Nuveen’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,785
| Closed | -$728K | – | 3469 |
|
|
2024
Q1 | $728K | Hold |
26,785
| – | – | ﹤0.01% | 2832 |
|
|
2023
Q4 | $822K | Buy |
26,785
+6,299
| +31% | +$152K | ﹤0.01% | 2814 |
|
|
2023
Q3 | $462K | Hold |
20,486
| – | – | ﹤0.01% | 2866 |
|
|
2023
Q2 | $423K | Hold |
20,486
| – | – | ﹤0.01% | 2952 |
|
|
2023
Q1 | $425K | Sell |
20,486
-9,343
| -31% | -$228K | ﹤0.01% | 2843 |
|
|
2022
Q4 | $743K | Sell |
29,829
-4,539
| -13% | -$125K | ﹤0.01% | 2786 |
|
|
2022
Q3 | $926K | Sell |
34,368
-1,521
| -4% | -$43.5K | ﹤0.01% | 2784 |
|
|
2022
Q2 | $997K | Sell |
35,889
-665
| -2% | -$17.7K | ﹤0.01% | 2780 |
|
|
2022
Q1 | $960K | Buy |
36,554
+393
| +1% | +$10.5K | ﹤0.01% | 2829 |
|
|
2021
Q4 | $957K | Sell |
36,161
-3,057
| -8% | -$80.8K | ﹤0.01% | 2875 |
|
|
2021
Q3 | $940K | Sell |
39,218
-7,529
| -16% | -$176K | ﹤0.01% | 3007 |
|
|
2021
Q2 | $1.03M | Buy |
46,747
+1,400
| +3% | +$34.3K | ﹤0.01% | 2994 |
|
|
2021
Q1 | $1.2M | Sell |
45,347
-1,811
| -4% | -$42.9K | ﹤0.01% | 2834 |
|
|
2020
Q4 | $1.04M | Buy |
47,158
+4,859
| +11% | +$95.7K | ﹤0.01% | 2791 |
|
|
2020
Q3 | $626K | Buy |
42,299
+144
| +0.3% | +$2.24K | ﹤0.01% | 2871 |
|
|
2020
Q2 | $695K | Buy |
42,155
+1,472
| +4% | +$24.2K | ﹤0.01% | 2780 |
|
|
2020
Q1 | $862K | Buy |
40,683
+2,008
| +5% | +$46.6K | ﹤0.01% | 2575 |
|
|
2019
Q4 | $1.05M | Sell |
38,675
-237
| -0.6% | -$6.25K | ﹤0.01% | 2667 |
|
|
2019
Q3 | $996K | Sell |
38,912
-4,558
| -10% | -$118K | ﹤0.01% | 2706 |
|
|
2019
Q2 | $1.17M | Buy |
+43,470
| New | +$1.12M | ﹤0.01% | 2672 |
|
Other funds holding SMMF
Nuveen's SMMF Position: Q2 2024 in Review
Nuveen sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 26,785 shares — an estimated $728K sold.
Nuveen first reported a position in SMMF in Q2 2019 and held it in 20 quarters. The position peaked at $1.2M in Q1 2021. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.
- Nuveen reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
- Nuveen sold 26,785 Summit Financial Group, Inc. shares in Q2 2024, an estimated $728K.
- Nuveen first reported a position in Summit Financial Group, Inc. in Q2 2019 and held it in 20 quarters.
- Nuveen's Summit Financial Group, Inc. position peaked at $1.2M in Q1 2021.
- 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.
Based on Nuveen's 13F filing for Q2 2024, filed 9 Aug 2024.