Number of Shares
87,057
Previous 41,791 108.32%
Holding current value
$1.23 Million
Previous $498,000 147.39%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
N/A
45,266 Added 108.32%
87,057 $1.23 Million
Q1 2025

Apr 07, 2025

SELL
N/A
-45,207 Reduced 51.96%
41,791 $498,000
Q4 2024

Feb 11, 2025

BUY
N/A
86,998 New
86,998 $885,000
Track This Portfolio

Track Summit Global Investments Portfolio

Follow Summit Global Investments and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Global Investments, based on Form 13F filings with the SEC.

News

Stay updated on Summit Global Investments with notifications on news.