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SMIT — SCHMITT INDS INC ORE

Reported value held$188.13K
Funds holding (latest)5
Sector—

SMIT (SCHMITT INDS INC ORE) is tracked on HoldingsHub across five years of quarterly 13F filings. 5 funds have reported positions historically, with the sum of their latest reported stakes valued at $188.13K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2021 31.36K $172.00K 0.00% Add
Morgan Stanley history Q4 2022 50.92K $15.45K 0.00% Hold
UBS Group AG history Q4 2022 2.26K $678 0.00% Reduce
Wells Fargo & Co history Q4 2022 22 $7 0.00% Hold
Bank of America Corp history Q4 2021 3 $0 — New

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022
Morgan Stanley — — 50.32K 50.32K 51.59K 50.92K 50.92K 50.92K
UBS Group AG — — 2.39K 3.53K 3.96K 1.58K 2.37K 2.26K
Wells Fargo & Co — — 22 22 22 24 22 22
Bank of America Corp — — — 3 — — — —
Vanguard Group 25.78K 30.97K 30.97K 31.36K — — — —

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