Russell Investments Group
SMMF

Russell Investments Group’s Summit Financial Group, Inc. SMMF Stock Holding History

Russell Investments Group’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
-61,508
Closed -$1.67M – 3654
2024
Q1 		$1.67M Hold
61,508
– – ﹤0.01% 1740
2023
Q4 		$1.89M Buy
61,508
+20
+0% +$483 ﹤0.01% 1643
2023
Q3 		$1.39M Hold
61,488
– – ﹤0.01% 1750
2023
Q2 		$1.27M Buy
61,488
+36,499
+146% +$718K ﹤0.01% 1808
2023
Q1 		$519K Hold
24,989
– – ﹤0.01% 2243
2022
Q4 		$622K Hold
24,989
– – ﹤0.01% 2195
2022
Q3 		$673K Hold
24,989
– – ﹤0.01% 2119
2022
Q2 		$694K Buy
24,989
+174
+0.7% +$4.62K ﹤0.01% 2120
2022
Q1 		$635K Hold
24,815
– – ﹤0.01% 2149
2021
Q4 		$681K Hold
24,815
– – ﹤0.01% 2329
2021
Q3 		$608K Sell
24,815
-3,483
-12% -$81.4K ﹤0.01% 2385
2021
Q2 		$622K Buy
28,298
+23
+0.1% +$564 ﹤0.01% 2505
2021
Q1 		$750K Buy
28,275
+4,155
+17% +$98.4K ﹤0.01% 2357
2020
Q4 		$532K Sell
24,120
-3,559
-13% -$70.1K ﹤0.01% 2406
2020
Q3 		$409K Buy
27,679
+23,964
+645% +$372K ﹤0.01% 2483
2020
Q2 		$61K Sell
3,715
-12,573
-77% -$207K ﹤0.01% 2965
2020
Q1 		$345K Buy
16,288
+12,606
+342% +$292K ﹤0.01% 2339
2019
Q4 		$99K Sell
3,682
-630
-15% -$16.6K ﹤0.01% 2888
2019
Q3 		$110K Buy
4,312
+3,682
+584% +$95K ﹤0.01% 2810
2019
Q2 		$17K Buy
+630
New +$16.2K ﹤0.01% 2800
2018
Q2 		– Sell
-4,968
Closed -$124K – 2981
2018
Q1 		$124K Hold
4,968
– – ﹤0.01% 2725
2017
Q4 		$130K Buy
+4,968
New +$133K ﹤0.01% 2739
2017
Q3 		– Sell
-2,937
Closed -$65K – 3017
2017
Q2 		$65K Sell
2,937
-5,458
-65% -$120K ﹤0.01% 2858
2017
Q1 		$181K Sell
8,395
-9,830
-54% -$237K ﹤0.01% 2726
2016
Q4 		$501K Buy
+18,225
New +$428K ﹤0.01% 2469

Other funds holding SMMF

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

Russell Investments Group's SMMF Position: Q2 2024 in Review

Russell Investments Group sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 61,508 shares — an estimated $1.67M sold.

Russell Investments Group first reported a position in SMMF in Q4 2016 and held it in 25 quarters. The position peaked at $1.89M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Russell Investments Group reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Russell Investments Group sold 61,508 Summit Financial Group, Inc. shares in Q2 2024, an estimated $1.67M.
  • Russell Investments Group first reported a position in Summit Financial Group, Inc. in Q4 2016 and held it in 25 quarters.
  • Russell Investments Group's Summit Financial Group, Inc. position peaked at $1.89M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Russell Investments Group's 13F filing for Q2 2024, filed 8 Aug 2024.