Number of Shares
78,523
Previous 49,521 58.57%
Holding current value
$791,000
Previous $633,000 24.96%
% of portfolio
0.06%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025

BUY
N/A
29,002 Added 58.57%
78,523 $791,000
Q4 2024

Feb 11, 2025

BUY
N/A
49,521 New
49,521 $633,000
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.