Summit Global Investments Portfolio Holdings
Summit Global Investments
- $1.34 Billion
- Q1 2024
Summit Global Investments has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 492 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc with a value of $83.8M, Rbb Fd Inc with a value of $53.9M, Rbb Fd Inc with a value of $50.1M, Ishares Core U.S. Aggregate Bo with a value of $46.6M, and Rbb Fd Inc with a value of $46.4M.
Examining the 13F form we can see an decrease of $183M in the current position value, from $1.53B to 1.34B.
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.
Portfolio value
$1.34 Billion
ETFs: $208 Million
Healthcare: $180 Million
Technology: $167 Million
Financial Services: $117 Million
Industrials: $115 Million
Consumer Defensive: $88.3 Million
Consumer Cyclical: $87 Million
Communication Services: $64.2 Million
Other: $70.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 492
- Current Value $1.34 Billion
- Prior Value $1.53 Billion
- Filing
- Period Q1 2024
- Filing Date April 29, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 118 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 240 stocks