Summit Global Investments Portfolio Holdings
Summit Global Investments
- $1.48 Billion
- Q2 2024
Summit Global Investments has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.48 Billion distributed in 488 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc S with a value of $99.4M, Rbb Fd Inc S with a value of $92.8M, Rbb Fd Inc S with a value of $59.3M, Rbb Fd Inc S with a value of $53.7M, and Ishares Core U.S. Aggregate Bo with a value of $48.5M.
Examining the 13F form we can see an increase of $137M in the current position value, from $1.34B to 1.48B.
Summit Global Investments is based out at Bountiful, UT
Below you can find more details about Summit Global Investments portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 488
- Current Value $1.48 Billion
- Prior Value $1.34 Billion
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 103 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks