Summit Global Investments New Holdings in Q4 2024

Summit Global Investments

  • $1.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
233K
New
$65.76 - $71.94 $15.3M - $16.7M
233K $15.5M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
199K
New
$40.41 - $45.12 $8.04M - $8.97M
199K $8.05M
DVYE
Ishares Emerging Markets Divid

ETFs
277K
New
$25.42 - $29.74 $7.05M - $8.25M
277K $7.17M
CG
Carlyle Group Inc.

Financial Services
142K
New
$43.2 - $54.81 $6.13M - $7.78M
142K $7.16M
CAG
Conagra Brands Inc.

Consumer Defensive
242K
New
$26.48 - $32.72 $6.41M - $7.92M
242K $6.71M
TRGP
Targa Resources Corp.

Energy
30.3K
New
$150.58 - $207.69 $4.56M - $6.29M
30.3K $5.4M
WDS
Woodside Energy Group LTD

Energy
340K
New
$14.38 - $18.32 $4.89M - $6.23M
340K $5.31M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
140K
New
$34.83 - $38.05 $4.86M - $5.31M
140K $4.93M
RY
Royal Bank Of Canada

Financial Services
40.6K
New
$119.72 - $128.02 $4.86M - $5.2M
40.6K $4.89M
Bunge Global Sa C
61.1K
New
N/A
61.1K $4.75M
BHP
Bhp Group LTD

Basic Materials
86.3K
New
$48.78 - $62.43 $4.21M - $5.39M
86.3K $4.22M
NI
Nisource Inc.

Utilities
110K
New
$33.74 - $38.25 $3.7M - $4.2M
110K $4.04M
AMGN
Amgen Inc

Healthcare
14.2K
New
$258.78 - $328.31 $3.66M - $4.65M
14.2K $3.69M
Arista Networks Inc C
33.3K
New
N/A
33.3K $3.68M
NVS
Novartis Ag

Healthcare
36.2K
New
$96.78 - $117.18 $3.5M - $4.24M
36.2K $3.52M
T
At&T Inc.

Communication Services
150K
New
$21.22 - $23.88 $3.18M - $3.58M
150K $3.41M
XLF
Financial Sector Spdr

ETFs
63.8K
New
$44.89 - $51.34 $2.86M - $3.27M
63.8K $3.08M
FNF
Fidelity National Financial, Inc.

Financial Services
50.9K
New
$55.19 - $63.83 $2.81M - $3.25M
50.9K $2.86M
PKG
Packaging Corp Of America

Consumer Cyclical
12.1K
New
$211.98 - $248.85 $2.56M - $3M
12.1K $2.72M
ECL
Ecolab Inc.

Basic Materials
11.2K
New
$234.32 - $261.43 $2.63M - $2.94M
11.2K $2.63M
SU
Suncor Energy Inc

Energy
66.9K
New
$34.5 - $41.53 $2.31M - $2.78M
66.9K $2.39M
RCI
Rogers Communications Inc

Communication Services
63.1K
New
$30.36 - $39.38 $1.92M - $2.49M
63.1K $1.94M
TPR
Tapestry, Inc.

Consumer Cyclical
29.4K
New
$43.54 - $66.18 $1.28M - $1.94M
29.4K $1.92M
XLV
Select Sector Spdr Fund Health

ETFs
13.5K
New
$136.28 - $154.74 $1.85M - $2.1M
13.5K $1.86M
DOX
Amdocs LTD

Technology
21.3K
New
$82.94 - $92.86 $1.77M - $1.98M
21.3K $1.81M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
19.3K
New
$89.81 - $104.0 $1.73M - $2M
19.3K $1.73M
ASX
Ase Technology Holding Co., Ltd.

Technology
159K
New
$9.49 - $10.74 $1.51M - $1.71M
159K $1.6M
HSBC
Hsbc Holdings PLC

Financial Services
31.5K
New
$43.83 - $49.51 $1.38M - $1.56M
31.5K $1.56M
TENB
Tenable Holdings, Inc.

Technology
38.7K
New
$38.71 - $43.44 $1.5M - $1.68M
38.7K $1.52M
CM
Canadian Imperial Bank Of Commerce

Financial Services
22.9K
New
$59.58 - $67.31 $1.37M - $1.54M
22.9K $1.45M
NMR
Nomura Holdings Inc

Financial Services
247K
New
$5.05 - $6.25 $1.25M - $1.54M
247K $1.43M
AROC
Archrock, Inc.

Energy
57.3K
New
$19.92 - $26.66 $1.14M - $1.53M
57.3K $1.43M
MKSI
Mks Instruments Inc

Technology
12K
New
$98.56 - $117.93 $1.18M - $1.42M
12K $1.25M
SNV
Synovus Financial Corp

Financial Services
24.3K
New
$42.5 - $58.73 $1.03M - $1.43M
24.3K $1.25M
FBP
First Bancorp

Financial Services
62.8K
New
$18.31 - $22.2 $1.15M - $1.39M
62.8K $1.17M
CARG
Car Gurus, Inc.

Communication Services
31.5K
New
$29.05 - $38.78 $914K - $1.22M
31.5K $1.15M
NMRK
Newmark Group, Inc.

Real Estate
85.8K
New
$12.79 - $15.98 $1.1M - $1.37M
85.8K $1.1M
IX
Orix Corp

Financial Services
10K
New
$104.38 - $117.09 $1.05M - $1.18M
10K $1.07M
Lam Research Corp C
14.2K
New
N/A
14.2K $1.02M
KEY
Keycorp

Financial Services
59.7K
New
$16.21 - $19.97 $967K - $1.19M
59.7K $1.02M
SXT
Sensient Technologies Corp

Basic Materials
13.7K
New
$71.0 - $81.38 $973K - $1.12M
13.7K $977K
QTWO
Q2 Holdings, Inc.

Technology
9.65K
New
$77.81 - $110.85 $751K - $1.07M
9.65K $971K
FBK
Fb Financial Corp

Financial Services
18.8K
New
$44.94 - $57.73 $846K - $1.09M
18.8K $970K
RNG
Ring Central, Inc.

Technology
27.6K
New
$29.83 - $41.82 $825K - $1.16M
27.6K $968K
SWKS
Skyworks Solutions, Inc.

Technology
10.9K
New
$83.18 - $99.15 $907K - $1.08M
10.9K $967K
ESS
Essex Property Trust, Inc.

Real Estate
3.32K
New
N/A
3.32K $948K
GLW
Corning Inc

Technology
19.6K
New
$44.11 - $49.76 $865K - $975K
19.6K $931K
EEFT
Euronet Worldwide, Inc.

Technology
9.03K
New
$96.0 - $106.61 $866K - $962K
9.03K $928K
CRUS
Cirrus Logic, Inc.

Technology
9.27K
New
$99.58 - $125.3 $923K - $1.16M
9.27K $923K
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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