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Summit Financial Group, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings Comparison

Ava Hoppe | 2 November, 2023

Investing in the stock market requires careful analysis of various factors. One important aspect is understanding the holdings of different funds and how they change over time. In this article, we will examine the Q2 2023 and Q3 2023 13F holdings comparison for Summit Financial Group, Inc. We will delve into the details of the top holdings, their value, and the percentage change.

Let's begin by exploring the top holdings and the changes in their share count and value:


- Q2 2023 (Shares): 30,745

- Q3 2023 (Shares): 30,305

- Q2 2023 Value ($000): 10,469

- Q3 2023 Value ($000): 9,568

- Percentage Change: -8.6%

2. SPDR S&P 500 ETF TR (SPY):

- Q2 2023 (Shares): 19,498

- Q3 2023 (Shares): 19,789

- Q2 2023 Value ($000): 8,643

- Q3 2023 Value ($000): 8,459

- Percentage Change: -2.1%


- Q2 2023 (Shares): 50,113

- Q3 2023 (Shares): 49,488

- Q2 2023 Value ($000): 7,498

- Q3 2023 Value ($000): 7,011

- Percentage Change: -6.5%


- Q2 2023 (Shares): 67,097

- Q3 2023 (Shares): 67,037

- Q2 2023 Value ($000): 6,686

- Q3 2023 Value ($000): 6,323

- Percentage Change: -5.4%


- Q2 2023 (Shares): 43,595

- Q3 2023 (Shares): 42,980

- Q2 2023 Value ($000): 6,615

- Q3 2023 Value ($000): 6,269

- Percentage Change: -5.2%

From the data above, we can observe some interesting trends. Microsoft Corp (MSFT) remains the top holding, but there was a slight decrease in share count and value. The same goes for other major holdings like SPDR S&P 500 ETF TR (SPY) and INVESCO EXCHANGE TRADED FD T (RSP), which experienced minor decreases in both share count and value.

It's worth noting that LILLY ELI & CO (LLY) saw an increase in both share count and value, with a significant rise of 14.5% in Q3 2023. Another notable change can be seen in EXXON MOBIL CORP (XOM), where the share count increased by 8.8%, leading to a 19.3% increase in value.

On the other hand, some holdings experienced a decrease in both share count and value. For instance, JOHNSON & JOHNSON (JNJ) saw a decrease of 7.9% in their share count, resulting in an 8.5% decline in value. APPLE INC (AAPL) also experienced a decline of 15.6% in share count and a 16.6% decrease in value.

Overall, the Q2 2023 and Q3 2023 13F holdings comparison for Summit Financial Group, Inc. reflects a mix of ups and downs in different holdings. It's important to understand these changes in order to make informed investment decisions. However, it's crucial to remember that 13F holdings only provide a snapshot of a fund's holdings at a particular point in time and may not represent their entire investment strategy.

In conclusion, studying the changes in 13F holdings can provide valuable insights into the investment decisions made by funds. By analyzing the top holdings and their variations in share count and value, investors can gain a better understanding of market trends and potential investment opportunities. Remember to always conduct thorough research and consult with a financial advisor before making any investment decisions.

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