SUMMIT FINANCIAL GROUP, INC.

• MOOREFIELD, WV • Investment Advisor How do I update this listing?

Subscription Required

Equal-WT
WhaleScore 2.0 ?

79

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Summit Financial Group is based out of Moorefield. Their last reported 13F filing for Q1 2021 included $240,826,000 in managed 13F securities and a top 10 holdings concentration of 27.81%. Summit Financial Group's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 88,377. Summit Financial Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings, and 258 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-09-30. The notice included securities offered of Debt

Download 13F Summary Create Alert

03/31/2021

13F Activity

  • Market Value $240.826 Million
  • Prior Market Value $228.463 Million
  • New Purchases20 stocks
  • Additional Purchases28 stocks
  • Sold out of4 stocks
  • Reduced holdings in84 stocks
  • Top 10 Holdings % 27.81 %
  • Turnover % [1]:13.19%
  • Turnover Alt % [2]: 6.30 %
  • Time Held Top20:7.00 quarters
  • Time Held Top10:8.10 quarters
  • Time Held All:9.37 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 10.71%
Performance Last 4 Quarters: 10.76%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2020-09-30 D OTHER BANKING AND FINANCIAL SERVICES Debt 30,000,000 30,000,000 0
2014-12-04 D OTHER BANKING AND FINANCIAL SERVICES Equity 10,327,086 7,988,994 2,338,092
2009-08-07 D OTHER BANKING AND FINANCIAL SERVICES Equity 10,000,000 50,000 9,950,000
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRADFORD E RITCHIE subscription required
    EXECUTIVE OFFICER
CHARLES S. PICCIRILLO subscription required
    DIRECTOR
DEWEY F. BENSENHAVER subscription required
    DIRECTOR
DOUGLAS T. MITCHELL subscription required
    EXECUTIVE OFFICER
DUKE A. MCDANIEL subscription required
    DIRECTOR
FRANK A. BAER, III subscription required
    DIRECTOR
G. R. OURS, JR. subscription required
    DIRECTOR
GARY L. HINKLE subscription required
    DIRECTOR
GEORGETTE R. GEORGE subscription required
    DIRECTOR
GERALD W. HUFFMAN subscription required
    DIRECTOR
H. CHARLES MADDY, III subscription required
    EXECUTIVE OFFICER DIRECTOR
H., III CHARLES MADDY subscription required
    EXECUTIVE OFFICER DIRECTOR
J. SCOTT BRIDGEFORTH subscription required
    DIRECTOR
JAMES M. COOKMAN subscription required
    DIRECTOR
JAMES P. GEARY, II subscription required
    DIRECTOR
JAMES P. GEARY, III subscription required
    DIRECTOR
JAMES, II P. GEARY subscription required
    DIRECTOR
JASON A. KITZMILLER subscription required
    DIRECTOR
JOHN W. CRITES subscription required
    DIRECTOR
JOHN B. GIANOLA subscription required
    DIRECTOR
JOHN H. SHOTT subscription required
    DIRECTOR
JOHN, II W. CRITES subscription required
    DIRECTOR
JULIE R. COOK subscription required
    EXECUTIVE OFFICER
JULIE R. MARKWOOD subscription required
    EXECUTIVE OFFICER
OSCAR M. BEAN subscription required
    DIRECTOR
PATRICK N. FRYE subscription required
    EXECUTIVE OFFICER DIRECTOR
PHOEBE F. HEISHMAN subscription required
    DIRECTOR
ROBERT S. TISSUE subscription required
    EXECUTIVE OFFICER
RONALD L. BOWLING subscription required
    DIRECTOR
RONALD F. MILLER subscription required
    EXECUTIVE OFFICER DIRECTOR
SCOTT C. JENNINGS subscription required
    EXECUTIVE OFFICER
THOMAS J. HAWSE, III subscription required
    DIRECTOR

WhaleScore history for SUMMIT FINANCIAL GROUP, INC.

You must have a subscription to view WhaleScore histories

Elevate your investments