Summit X, LLC Closed Holding Positions

Summit X, LLC

  • $460 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MASI
Masimo Corp

Healthcare
Q4 2020 Filed on Jan 29, 2021
100
$223.82 - $271.35 $22.4K - $27.1K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2020 Filed on Jan 29, 2021
1,063
$33.63 - $46.58 $35.7K - $49.5K
LRCX
Lam Research Corp

Technology
Q4 2020 Filed on Jan 29, 2021
20
$328.71 - $511.66 $6.57K - $10.2K
KSU
Kansas City Southern

Industrials
Q4 2020 Filed on Jan 29, 2021
200
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2020 Filed on Jan 29, 2021
60
$140.71 - $165.05 $8.44K - $9.9K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
130
$182.85 - $211.84 $23.8K - $27.5K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
120
$115.08 - $117.2 $13.8K - $14.1K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
338
$223.17 - $294.86 $75.4K - $99.7K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2020 Filed on Jan 29, 2021
135
$72.19 - $82.34 $9.75K - $11.1K
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2020 Filed on Jan 29, 2021
288
$193.63 - $226.5 $55.8K - $65.2K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q4 2020 Filed on Jan 29, 2021
825
$62.23 - $71.54 $51.3K - $59K
IYY
Ishares Tr

ETFs
Q4 2020 Filed on Jan 29, 2021
29
$81.36 - $94.32 $2.36K - $2.74K
ITB
Ishares Tr

ETFs
Q4 2020 Filed on Jan 29, 2021
500
$51.98 - $59.98 $26K - $30K
IHF
Ishares Tr

ETFs
Q4 2020 Filed on Jan 29, 2021
155
$200.78 - $234.9 $31.1K - $36.4K
MCK
Mckesson Corp

Healthcare
Q4 2020 Filed on Jan 29, 2021
377
$143.79 - $183.66 $54.2K - $69.2K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 29, 2021
1,200
$53.12 - $59.03 $63.7K - $70.8K
LUV
Southwest Airlines CO

Industrials
Q4 2020 Filed on Jan 29, 2021
3,193
$37.58 - $48.27 $120K - $154K
SJM
J M Smucker CO

Consumer Defensive
Q4 2020 Filed on Jan 29, 2021
56
$111.24 - $120.11 $6.23K - $6.73K
SE
Sea LTD

Consumer Cyclical
Q4 2020 Filed on Jan 29, 2021
347
$155.36 - $205.87 $53.9K - $71.4K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q4 2020 Filed on Jan 29, 2021
61
$104.75 - $122.65 $6.39K - $7.48K
RDFN
Redfin Corp

Real Estate
Q4 2020 Filed on Jan 29, 2021
480
$39.24 - $82.11 $18.8K - $39.4K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2020 Filed on Jan 29, 2021
525
$70.5 - $80.65 $37K - $42.3K
PSX
Phillips 66

Energy
Q4 2020 Filed on Jan 29, 2021
531
$44.22 - $70.86 $23.5K - $37.6K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 29, 2021
141
$100.01 - $162.76 $14.1K - $22.9K
OTIS
Otis Worldwide Corp

Industrials
Q4 2020 Filed on Jan 29, 2021
518
$58.99 - $67.55 $30.6K - $35K
OKTA
Okta, Inc.

Technology
Q4 2020 Filed on Jan 29, 2021
30
$203.86 - $285.6 $6.12K - $8.57K
NSC
Norfolk Southern Corp

Industrials
Q4 2020 Filed on Jan 29, 2021
122
$198.11 - $246.77 $24.2K - $30.1K
NTES
Net Ease, Inc.

Communication Services
Q4 2020 Filed on Jan 29, 2021
25
$84.33 - $97.52 $2.11K - $2.44K
MDB
Mongo Db, Inc.

Technology
Q4 2020 Filed on Jan 29, 2021
75
$224.18 - $396.0 $16.8K - $29.7K
EWY
Ishares Inc Msci South Korea E

ETFs
Q4 2020 Filed on Jan 29, 2021
94
$64.9 - $86.15 $6.1K - $8.1K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2020 Filed on Jan 29, 2021
1,317
$80.93 - $96.96 $107K - $128K
SYK
Stryker Corp

Healthcare
Q4 2020 Filed on Jan 29, 2021
151
$202.01 - $245.04 $30.5K - $37K
OLED
Universal Display Corp Pa

Technology
Q4 2020 Filed on Jan 29, 2021
243
$179.43 - $242.17 $43.6K - $58.8K
DOCU
Docusign, Inc.

Technology
Q4 2020 Filed on Jan 29, 2021
163
$197.6 - $251.6 $32.2K - $41K
TXN
Texas Instruments Inc

Technology
Q4 2020 Filed on Jan 29, 2021
648
$141.09 - $166.68 $91.4K - $108K
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2020 Filed on Jan 29, 2021
509
$19.23 - $28.37 $9.79K - $14.4K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Jan 29, 2021
6,777
$50.09 - $50.18 $339K - $340K
OGE
Oge Energy Corp.

Utilities
Q4 2020 Filed on Jan 29, 2021
448
$30.2 - $34.76 $13.5K - $15.6K
TD
Toronto Dominion Bank

Financial Services
Q4 2020 Filed on Jan 29, 2021
357
$43.43 - $56.83 $15.5K - $20.3K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2020 Filed on Jan 29, 2021
95
$132.71 - $174.12 $12.6K - $16.5K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2020 Filed on Jan 29, 2021
541
$89.46 - $96.91 $48.4K - $52.4K
INTF
Ishares Tr

ETFs
Q4 2020 Filed on Jan 29, 2021
30,060
$23.31 - $27.33 $701K - $822K
LIN
Linde PLC

Basic Materials
Q4 2020 Filed on Jan 29, 2021
110
$216.91 - $263.51 $23.9K - $29K
PSB
Ps Business Parks, Inc.

Real Estate
Q4 2020 Filed on Jan 29, 2021
162
$110.99 - $140.87 $18K - $22.8K
STOR
Store Capital Corp

Real Estate
Q4 2020 Filed on Jan 29, 2021
363
$25.54 - $34.0 $9.27K - $12.3K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q4 2020 Filed on Jan 29, 2021
57
$234.97 - $304.27 $13.4K - $17.3K
PRU
Prudential Financial Inc

Financial Services
Q4 2020 Filed on Jan 29, 2021
523
$61.67 - $81.29 $32.3K - $42.5K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
1,925
$33.42 - $41.42 $64.3K - $79.7K
MMM
3 M CO

Industrials
Q4 2020 Filed on Jan 29, 2021
191
$158.48 - $177.12 $30.3K - $33.8K
Track This Portfolio

Track Summit X, LLC Portfolio

Follow Summit X, LLC 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 X, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit X, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email