Summit Global Investments Sells in Q1 2025

Summit Global Investments

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RCKY
Rocky Brands, Inc.

Consumer Cyclical
-202
- 1.89%
$17.58 - $25.79 $3.55K - $5.21K
10.5K $182K
HDB
Hdfc Bank LTD

Financial Services
-1.4K
- 10.59%
$58.06 - $66.85 $81.2K - $93.5K
11.8K $784K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-900
- 8.15%
$23.24 - $28.11 $20.9K - $25.3K
10.1K $242K
CVX
Chevron Corp

Energy
-829
- 21.75%
$146.71 - $167.97 $122K - $139K
2.98K $499K
AER
Aer Cap Holdings N.V.

Industrials
-959
- 13.59%
$94.11 - $105.78 $90.3K - $101K
6.1K $623K
UFPT
Ufp Technologies Inc

Healthcare
-19
- 1.88%
$198.85 - $285.04 $3.78K - $5.42K
993 $200K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.31K
- 12.24%
$42.5 - $46.71 $55.7K - $61.2K
9.4K $425K
Listed Fd Tr S
-568
- 4.98%
N/A
10.8K $336K
GRC
Gorman Rupp CO

Industrials
-227
- 1.88%
$35.19 - $39.76 $7.99K - $9.03K
11.8K $415K
APPN
Appian Corp

Technology
-146
- 1.88%
$29.03 - $37.23 $4.24K - $5.44K
7.62K $219K
INFU
Infu System Holdings, Inc

Healthcare
-193
- 1.89%
$5.46 - $8.79 $1.05K - $1.7K
10K $54K
MUB
Ishares National Muni Bond ETF

ETFs
-247
- 5.84%
$104.71 - $107.69 $25.9K - $26.6K
3.98K $420K
BFST
Business First Bancshares, Inc.

Financial Services
-298
- 1.89%
$23.34 - $27.96 $6.96K - $8.33K
15.5K $377K
VMD
Viemed Healthcare, Inc.

Healthcare
-574
- 1.89%
$7.2 - $8.43 $4.13K - $4.84K
29.9K $217K
ENVA
Enova International, Inc.

Financial Services
-351
- 2.78%
$87.18 - $116.49 $30.6K - $40.9K
12.3K $1.19M
IRMD
Iradimed Corp

Healthcare
-137
- 1.89%
$51.44 - $62.67 $7.05K - $8.59K
7.12K $374K
CIVB
Civista Bancshares, Inc.

Financial Services
-244
- 1.89%
$18.84 - $22.06 $4.6K - $5.38K
12.7K $248K
PNTG
Pennant Group, Inc.

Healthcare
-220
- 1.89%
$22.21 - $28.35 $4.89K - $6.24K
11.4K $287K
CTSH
Cognizant Technology Solutions Corp

Technology
-217
- 2.06%
$75.32 - $90.7 $16.3K - $19.7K
10.3K $789K
South Plains Financial Inc C
-135
- 1.88%
N/A
7.04K $233K
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.1%
$253.32 - $282.66 $253 - $283
999 $257K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-400
- 3.57%
$44.68 - $46.49 $17.9K - $18.6K
10.8K $501K
NJR
New Jersey Resources Corp

Utilities
-1.45K
- 5.56%
$45.25 - $49.37 $65.4K - $71.4K
24.5K $1.2M
TCBX
Third Coast Bancshares, Inc.

Financial Services
-125
- 1.88%
$30.91 - $38.43 $3.86K - $4.8K
6.51K $217K
WLDN
Willdan Group, Inc.

Industrials
-1.45K
- 7.3%
$30.88 - $43.06 $44.9K - $62.6K
18.5K $751K
KFY
Korn Ferry

Industrials
-196
- 1.05%
$62.52 - $71.6 $12.3K - $14K
18.5K $1.25M
IMKTA
Ingles Markets Inc

Consumer Defensive
-113
- 1.89%
$59.95 - $67.47 $6.77K - $7.62K
5.86K $381K
VEA
Vanguard Ftse Developed Market

ETFs
-1.55K
- 6.15%
$47.4 - $52.99 $73.7K - $82.3K
23.7K $1.21M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-86
- 1.03%
N/A
8.24K $529K
VCIT
Vanguard Intermediate Term Cor

ETFs
-41
- 0.88%
$79.17 - $82.04 $3.25K - $3.36K
4.63K $378K
COLL
Collegium Pharmaceutical, Inc

Healthcare
-153
- 1.89%
$28.04 - $33.91 $4.29K - $5.19K
7.96K $237K
VGIT
Vanguard Intermediate Term Tre

ETFs
-63
- 0.87%
$57.44 - $59.3 $3.62K - $3.74K
7.19K $427K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-21
- 0.31%
$35.57 - $38.16 $747 - $801
6.77K $254K
CME
Cme Group Inc.

Financial Services
-210
- 10.26%
$225.82 - $266.54 $47.4K - $56K
1.84K $487K
ANIP
Ani Pharmaceuticals Inc

Healthcare
-3.2K
- 16.41%
$53.93 - $68.36 $173K - $219K
16.3K $1.09M
CVLT
Commvault Systems Inc

Technology
-237
- 3.06%
$146.82 - $187.9 $34.8K - $44.5K
7.51K $1.18M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-43
- 0.26%
$25.69 - $26.78 $1.1K - $1.15K
16.3K $438K
JNJ
Johnson & Johnson

Healthcare
-249
- 9.27%
$142.06 - $167.7 $35.4K - $41.8K
2.44K $404K
PSX
Phillips 66

Energy
-32
- 1.15%
$113.93 - $131.55 $3.65K - $4.21K
2.76K $340K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-5.51K
- 10.56%
$12.68 - $17.71 $69.9K - $97.6K
46.7K $732K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-10
- 1.89%
$431.31 - $539.1 $4.31K - $5.39K
520 $270K
CMCL
Caledonia Mining Corp PLC

Basic Materials
-297
- 1.88%
$9.09 - $11.84 $2.7K - $3.52K
15.5K $193K
NTNX
Nutanix, Inc.

Technology
-435
- 3.62%
$61.28 - $77.44 $26.7K - $33.7K
11.6K $808K
VIV
Telefonica Brasil S.A.

Communication Services
-9.41K
- 6.83%
$7.5 - $9.4 $70.6K - $88.5K
128K $1.12M
AEM
Agnico Eagle Mines LTD

Basic Materials
-400
- 8.12%
$79.66 - $108.41 $31.9K - $43.4K
4.53K $491K
TIMB
Tim S.A.

Communication Services
-6.04K
- 11.58%
$11.42 - $15.65 $68.9K - $94.5K
46.1K $721K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.04K
- 13.88%
$442.66 - $534.52 $1.34M - $1.62M
18.9K $10M
TMUS
T Mobile Us, Inc.

Communication Services
-850
- 10.87%
$211.3 - $272.83 $180K - $232K
6.97K $1.86M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-3.88K
- 5.25%
$19.53 - $25.74 $75.8K - $99.9K
70K $1.7M
Activity Summary
Buys All Purchases 211 New Holdings 84 Increased Positions 127 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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