Summit Global Investments Purchases in Q4 2024

Summit Global Investments

  • $1.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Knife River Corp C
2.56K
New
N/A
2.56K $261K
UMH
Umh Properties, Inc.

Real Estate
13.7K
New
$18.21 - $19.85 $249K - $271K
13.7K $258K
APPN
Appian Corp

Technology
7.76K
New
$30.53 - $41.56 $237K - $323K
7.76K $256K
XOM
Exxon Mobil Corp

Energy
2.88K
+ 50.2%
$105.51 - $125.37 $303K - $361K
8.61K $926K
ICHR
Ichor Holdings, Ltd.

Technology
7.85K
New
$26.83 - $35.4 $211K - $278K
7.85K $253K
GPS
Gap Inc

Consumer Cyclical
10.6K
New
N/A
10.6K $250K
South Plains Financial Inc C
7.17K
New
N/A
7.17K $249K
UFPT
Ufp Technologies Inc

Healthcare
1.01K
New
$238.73 - $346.29 $242K - $350K
1.01K $247K
CCNE
Cnb Financial Corp

Financial Services
9.95K
New
$22.4 - $29.25 $223K - $291K
9.95K $247K
OKE
Oneok Inc

Energy
2.42K
New
$92.28 - $117.05 $224K - $283K
2.42K $243K
AIN
Albany International Corp

Consumer Cyclical
2.97K
New
$67.92 - $87.46 $202K - $260K
2.97K $238K
CVCO
Cavco Industries Inc.

Consumer Cyclical
530
New
$409.8 - $533.17 $217K - $283K
530 $237K
CTKB
Cytek Biosciences, Inc.

Healthcare
36.2K
New
$4.7 - $7.4 $170K - $268K
36.2K $235K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
247
+ 17.47%
$1124.26 - $1344.96 $278K - $332K
1.66K $2.09M
COLL
Collegium Pharmaceutical, Inc

Healthcare
8.11K
New
$28.61 - $41.86 $232K - $339K
8.11K $232K
GFF
Griffon Corp

Industrials
3.25K
New
$62.88 - $85.16 $204K - $277K
3.25K $231K
EQIX
Equinix Inc

Real Estate
221
+ 69.72%
$865.69 - $985.0 $191K - $218K
538 $507K
PANW
Palo Alto Networks Inc

Technology
1.23K
New
$181.96 - $405.9 $225K - $501K
1.23K $225K
REPX
Riley Exploration Permian, Inc.

Energy
5.53K
+ 62.18%
$25.96 - $36.88 $144K - $204K
14.4K $461K
TCBX
Third Coast Bancshares, Inc.

Financial Services
6.64K
New
$25.17 - $37.28 $167K - $247K
6.64K $225K
INFY
Infosys LTD

Technology
12.3K
+ 9.61%
$20.71 - $23.42 $254K - $287K
140K $3.07M
NEE
Nextera Energy Inc

Utilities
3.11K
New
$69.77 - $85.43 $217K - $266K
3.11K $223K
HUBS
Hubspot Inc

Technology
17
+ 1.35%
$514.07 - $757.4 $8.74K - $12.9K
1.28K $889K
ARES
Ares Management Corp

Financial Services
1.21K
New
$153.38 - $183.7 $186K - $223K
1.21K $215K
TER
Teradyne, Inc

Technology
1.7K
New
$102.58 - $133.62 $174K - $227K
1.7K $214K
GPN
Global Payments Inc

Industrials
1.89K
New
$97.57 - $119.38 $185K - $226K
1.89K $212K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
266K
+ 215.65%
$26.93 - $84.95 $7.15M - $22.6M
389K $10.6M
CSCO
Cisco Systems, Inc.

Technology
261
+ 0.81%
$52.45 - $60.02 $13.7K - $15.7K
32.6K $1.93M
CTVA
Corteva, Inc.

Basic Materials
3.66K
New
$55.21 - $64.13 $202K - $234K
3.66K $208K
MMM
3 M CO

Industrials
1.57K
New
$124.74 - $137.12 $196K - $216K
1.57K $203K
IBCP
Independent Bank Corp

Financial Services
5.31K
+ 51.49%
$31.36 - $38.99 $167K - $207K
15.6K $544K
BELFB
Bel Fuse Inc.

Technology
2.11K
+ 34.68%
$72.79 - $91.36 $154K - $193K
8.21K $677K
Ishares Bitcoin Trust ETF S
6
+ 0.05%
N/A
11.2K $595K
MPC
Marathon Petroleum Corp

Energy
1.59K
+ 115.61%
$131.65 - $174.84 $210K - $278K
2.97K $414K
EIX
Edison International

Utilities
2.59K
+ 100.15%
$77.93 - $88.36 $202K - $229K
5.18K $414K
AAT
American Assets Trust, Inc.

Real Estate
7.22K
+ 49.42%
$25.42 - $28.67 $184K - $207K
21.8K $573K
BA
Boeing CO

Industrials
772
+ 47.86%
$138.14 - $180.72 $107K - $140K
2.39K $422K
AZZ
Azz Inc

Industrials
2.08K
+ 63.27%
$75.86 - $96.0 $158K - $200K
5.37K $440K
SPGI
S&P Global Inc.

Financial Services
354
+ 46.58%
$480.36 - $529.17 $170K - $187K
1.11K $555K
LPX
Louisiana Pacific Corp

Industrials
2.03K
+ 13.47%
$98.02 - $120.27 $199K - $245K
17.1K $1.77M
TMUS
T Mobile Us, Inc.

Communication Services
173
+ 2.26%
$206.1 - $246.94 $35.7K - $42.7K
7.82K $1.73M
CMCL
Caledonia Mining Corp PLC

Basic Materials
15.8K
New
$9.18 - $16.82 $145K - $265K
15.8K $148K
CTAS
Cintas Corp

Industrials
942
+ 86.82%
$182.7 - $226.47 $172K - $213K
2.03K $370K
CSTM
Constellium Se

Basic Materials
14.2K
New
$9.97 - $16.45 $141K - $233K
14.2K $145K
HSII
Heidrick & Struggles International Inc

Industrials
1.08K
+ 6.67%
$36.75 - $48.36 $39.8K - $52.4K
17.3K $767K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
14.5K
New
$7.25 - $10.0 $105K - $145K
14.5K $120K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
3.27K
+ 33.71%
$40.76 - $47.74 $133K - $156K
13K $541K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
436
+ 27.56%
$198.04 - $221.51 $86.3K - $96.6K
2.02K $425K
INGN
Inogen Inc

Healthcare
11.6K
New
$8.31 - $11.09 $96.8K - $129K
11.6K $107K
Activity Summary
Buys All Purchases 295 New Holdings 166 Increased Positions 129 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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