PAM
SMMF

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

Panagora 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
2023
Q2 		– Sell
-19,293
Closed -$400K – 1523
2023
Q1 		$400K Sell
19,293
-14,520
-43% -$354K ﹤0.01% 1181
2022
Q4 		$842K Sell
33,813
-77
-0.2% -$2.12K 0.01% 957
2022
Q3 		$913K Buy
33,890
+11,154
+49% +$319K 0.01% 894
2022
Q2 		$632K Buy
22,736
+12,314
+118% +$327K ﹤0.01% 1080
2022
Q1 		$267K Buy
+10,422
New +$279K ﹤0.01% 1385

Other funds holding SMMF

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
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Panagora Asset Management's SMMF Position: Q2 2023 in Review

Panagora Asset Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2023, closing a stake of 19,293 shares — an estimated $400K sold.

Panagora Asset Management first reported a position in SMMF in Q1 2022 and held it in 5 quarters. The position peaked at $913K in Q3 2022. 75 funds tracked by Wall St. Rank hold SMMF as of Q2 2023.

  • Panagora Asset Management reported no remaining Summit Financial Group, Inc. position as of Q2 2023 after selling out during the quarter.
  • Panagora Asset Management sold 19,293 Summit Financial Group, Inc. shares in Q2 2023, an estimated $400K.
  • Panagora Asset Management first reported a position in Summit Financial Group, Inc. in Q1 2022 and held it in 5 quarters.
  • Panagora Asset Management's Summit Financial Group, Inc. position peaked at $913K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.