Wellington Management Group LLP Smartfinancial Inc. Transaction History

Wellington Management Group LLP

$531 Billion
Q4 2024

A detailed history of Wellington Management Group LLP transactions in Smartfinancial Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 437,793 shares of SMBK stock, worth $13.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

437,793

Previous 340,418 28.6%

Holding current value

$13.6 Million

Previous $9.92 Million 36.73%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$28.3 - $36.86 $2.76 Million - $3.59 Million	97,375 Added 28.6%	437,793 $13.6 Million
Q3 2024 Nov 14, 2024	BUY	$23.14 - $30.18 $3.22 Million - $4.2 Million	139,009 Added 69.02%	340,418 $9.92 Million
Q2 2024 Aug 13, 2024	BUY	$19.09 - $23.67 $2.06 Million - $2.55 Million	107,835 Added 115.24%	201,409 $4.77 Million
Q1 2024 May 15, 2024	BUY	$20.14 - $24.78 $1.88 Million - $2.32 Million	93,574 New	93,574 $1.97 Million
Q4 2023 Feb 12, 2024	BUY	$20.0 - $25.61 $2.2 Million - $2.82 Million	110,153 New	110,153 $2.7 Million
Q2 2023 Aug 14, 2023	SELL	$19.94 - $23.8 $1.1 Million - $1.31 Million	-55,058 Reduced 33.33%	110,153 $2.37 Million
Q1 2023 May 12, 2023	SELL	$21.93 - $28.17 $683,974 - $878,594	-31,189 Reduced 15.88%	165,211 $3.82 Million
Q4 2022 Feb 13, 2023	BUY	$24.42 - $30.39 $722,563 - $899,209	29,589 Added 17.74%	196,400 $5.4 Million
Q3 2022 Nov 14, 2022	SELL	$23.05 - $27.44 $32,085 - $38,196	-1,392 Reduced 0.83%	166,811 $4.12 Million
Q2 2022 Aug 15, 2022	SELL	$23.38 - $25.97 $57,444 - $63,808	-2,457 Reduced 1.44%	168,203 $4.06 Million
Q4 2021 Feb 11, 2022	SELL	$25.55 - $27.8 $1.63 Million - $1.77 Million	-63,720 Reduced 27.19%	170,660 $4.67 Million
Q3 2021 Nov 15, 2021	BUY	$23.58 - $26.16 $1.15 Million - $1.27 Million	48,582 Added 26.15%	234,380 $6.06 Million
Q2 2021 Aug 16, 2021	SELL	$21.25 - $25.11 $2.41 Million - $2.85 Million	-113,317 Reduced 37.88%	185,798 $4.46 Million
Q1 2021 May 17, 2021	BUY	$17.96 - $23.68 $4.01 Million - $5.29 Million	223,217 Added 294.1%	299,115 $6.48 Million
Q4 2020 Feb 12, 2021	BUY	$13.44 - $19.39 $1.02 Million - $1.47 Million	75,898 New	75,898 $1.38 Million

Others Institutions Holding SMBK

# of Institutions

130

Shares Held

9.51M

Call Options Held

Put Options Held

View Full List

About SMARTFINANCIAL INC.

Ticker SMBK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 16,887,600
Market Cap $524M
Description
SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, and Consumer and Other segments. The company offers noninterest-be...

More about SMBK

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Wellington Management Group LLP Smartfinancial Inc. Transaction History