WG
SMMF

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

Winton 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
2021
Q4 		– Sell
-16,345
Closed -$401K – 1485
2021
Q3 		$401K Buy
16,345
+199
+1% +$4.65K 0.02% 972
2021
Q2 		$355K Buy
16,146
+950
+6% +$23.3K 0.02% 1101
2021
Q1 		$403K Buy
15,196
+387
+3% +$9.17K 0.02% 989
2020
Q4 		$327K Sell
14,809
-7,470
-34% -$147K 0.02% 1003
2020
Q3 		$330K Buy
22,279
+8,384
+60% +$130K 0.01% 1215
2020
Q2 		$229K Buy
+13,895
New +$228K 0.01% 1332

Other funds holding SMMF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Winton Group's SMMF Position: Q4 2021 in Review

Winton Group sold out of Summit Financial Group, Inc. (SMMF) in Q4 2021, closing a stake of 16,345 shares — an estimated $401K sold.

Winton Group first reported a position in SMMF in Q2 2020 and held it in 6 quarters. The position peaked at $403K in Q1 2021. 64 funds tracked by Wall St. Rank hold SMMF as of Q4 2021.

  • Winton Group reported no remaining Summit Financial Group, Inc. position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 16,345 Summit Financial Group, Inc. shares in Q4 2021, an estimated $401K.
  • Winton Group first reported a position in Summit Financial Group, Inc. in Q2 2020 and held it in 6 quarters.
  • Winton Group's Summit Financial Group, Inc. position peaked at $403K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2021.

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