WG
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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 $5.72T AUM 30.48% 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 $537M AUM 17.34% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return