TI
SMMF

Trexquant Investment’s Summit Financial Group, Inc. SMMF Stock Holding History

Trexquant Investment’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
Q1 		– Sell
-8,595
Closed -$264K – 1856
2023
Q4 		$264K Buy
+8,595
New +$208K 0.01% 1278
2023
Q2 		– Sell
-12,162
Closed -$252K – 1897
2023
Q1 		$252K Buy
+12,162
New +$296K 0.01% 1256

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Trexquant Investment's SMMF Position: Q1 2024 in Review

Trexquant Investment sold out of Summit Financial Group, Inc. (SMMF) in Q1 2024, closing a stake of 8,595 shares — an estimated $264K sold.

Trexquant Investment first reported a position in SMMF in Q1 2023 and held it in 2 quarters. The position peaked at $264K in Q4 2023. 91 funds tracked by Wall St. Rank hold SMMF as of Q1 2024.

  • Trexquant Investment reported no remaining Summit Financial Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Trexquant Investment sold 8,595 Summit Financial Group, Inc. shares in Q1 2024, an estimated $264K.
  • Trexquant Investment first reported a position in Summit Financial Group, Inc. in Q1 2023 and held it in 2 quarters.
  • Trexquant Investment's Summit Financial Group, Inc. position peaked at $264K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q1 2024.

Based on Trexquant Investment's 13F filing for Q1 2024, filed 14 May 2024.