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Winton Group’s SmartFinancial SMBK Stock Holding History

Winton Group’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,278
Closed -$421K – 1359
2021
Q3 		$421K Buy
16,278
+877
+6% +$21.7K 0.02% 946
2021
Q2 		$370K Buy
15,401
+2,336
+18% +$55K 0.02% 1082
2021
Q1 		$283K Buy
13,065
+1,559
+14% +$32.9K 0.02% 1166
2020
Q4 		$209K Sell
11,506
-24,417
-68% -$402K 0.02% 1177
2020
Q3 		$488K Sell
35,923
-10,018
-22% -$142K 0.02% 1126
2020
Q2 		$743K Buy
45,941
+11,100
+32% +$162K 0.02% 1087
2020
Q1 		$530K Buy
34,841
+7,891
+29% +$155K 0.01% 1012
2019
Q4 		$637K Sell
26,950
-9,726
-27% -$214K 0.01% 1178
2019
Q3 		$764K Buy
+36,676
New +$773K 0.01% 943

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Winton Group's SMBK Position: Q4 2021 in Review

Winton Group sold out of SmartFinancial (SMBK) in Q4 2021, closing a stake of 16,278 shares — an estimated $421K sold.

Winton Group first reported a position in SMBK in Q3 2019 and held it in 9 quarters. The position peaked at $764K in Q3 2019. 97 funds tracked by Wall St. Rank hold SMBK as of Q4 2021.

  • Winton Group reported no remaining SmartFinancial position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 16,278 SmartFinancial shares in Q4 2021, an estimated $421K.
  • Winton Group first reported a position in SmartFinancial in Q3 2019 and held it in 9 quarters.
  • Winton Group's SmartFinancial position peaked at $764K in Q3 2019.
  • 97 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.