Royce & Associates’s Summit Financial Group, Inc. SMMF Stock Holding History

Royce & Associates’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	-171,193	Closed	-$4.65M	–	927
2024 Q1	$4.65M	Buy	171,193 +27,662	+19%	+$760K	0.04%	506
2023 Q4	$4.4M	Buy	143,531 +35,538	+33%	+$858K	0.04%	517
2023 Q3	$2.43M	Buy	+107,993	New	+$2.49M	0.02%	617
2020 Q3	–	Sell	-2,035	Closed	-$34K	–	1184
2020 Q2	$34K	Buy	+2,035	New	+$33.4K	﹤0.01%	1079

Other funds holding SMMF

PFPT

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

Royce & Associates's SMMF Position: Q2 2024 in Review

Royce & Associates sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 171,193 shares — an estimated $4.65M sold.

Royce & Associates first reported a position in SMMF in Q2 2020 and held it in 4 quarters. The position peaked at $4.65M in Q1 2024. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Royce & Associates reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Royce & Associates sold 171,193 Summit Financial Group, Inc. shares in Q2 2024, an estimated $4.65M.
Royce & Associates first reported a position in Summit Financial Group, Inc. in Q2 2020 and held it in 4 quarters.
Royce & Associates's Summit Financial Group, Inc. position peaked at $4.65M in Q1 2024.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Royce & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.