UBS AM’s Summit Financial Group, Inc. SMMF Stock Holding History

UBS AM’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
2021 Q3	–	Sell	-105	Closed	-$2.31K	–	2782
2021 Q2	$2.31K	Buy	+105	New	+$2.57K	﹤0.01%	2750

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

UBS AM's SMMF Position: Q3 2021 in Review

UBS AM sold out of Summit Financial Group, Inc. (SMMF) in Q3 2021, closing a stake of 105 shares — an estimated $2.31K sold.

UBS AM first reported a position in SMMF in Q2 2021 and held it in 1 quarter. The position peaked at $2.31K in Q2 2021. 59 funds tracked by Wall St. Rank hold SMMF as of Q3 2021.

UBS AM reported no remaining Summit Financial Group, Inc. position as of Q3 2021 after selling out during the quarter.
UBS AM sold 105 Summit Financial Group, Inc. shares in Q3 2021, an estimated $2.31K.
UBS AM first reported a position in Summit Financial Group, Inc. in Q2 2021 and held it in 1 quarter.
UBS AM's Summit Financial Group, Inc. position peaked at $2.31K in Q2 2021.
59 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2021.

Based on UBS AM's 13F filing for Q3 2021, filed 15 Nov 2021.