Summit Global Investments Incresed Positions in Q4 2024

Summit Global Investments

  • $1.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Rbb Fd Inc S
661K
+ 12.78%
N/A
5.83M $149M
TSLA
Tesla, Inc.

Consumer Cyclical
28.6K
+ 350.28%
$213.65 - $479.86 $6.12M - $13.7M
36.8K $14.9M
CL
Colgate Palmolive CO

Consumer Defensive
123K
+ 73.98%
$90.22 - $102.31 $11.1M - $12.6M
290K $26.4M
UHS
Universal Health Services Inc

Healthcare
48.1K
+ 4059.75%
$175.8 - $236.9 $8.46M - $11.4M
49.3K $8.84M
Rbb Fd Inc S
268K
+ 57.89%
N/A
730K $19.8M
NOC
Northrop Grumman Corp

Industrials
16.5K
+ 972.63%
$466.52 - $543.88 $7.71M - $8.99M
18.2K $8.55M
UPS
United Parcel Service Inc

Industrials
57.4K
+ 302.64%
$122.65 - $138.35 $7.05M - $7.95M
76.4K $9.64M
QCOM
Qualcomm Inc

Technology
50.4K
+ 104.48%
$150.4 - $178.04 $7.59M - $8.98M
98.7K $15.2M
EPAM
Epam Systems, Inc.

Technology
29.1K
+ 1167.23%
N/A
31.6K $7.39M
KMB
Kimberly Clark Corp

Consumer Defensive
48.8K
+ 510.77%
$130.37 - $146.09 $6.36M - $7.13M
58.4K $7.65M
EQH
Equitable Holdings, Inc.

Financial Services
122K
+ 710.44%
$41.59 - $50.4 $5.06M - $6.13M
139K $6.54M
TU
Telus Corp

Communication Services
364K
+ 533.25%
$13.45 - $16.78 $4.9M - $6.11M
432K $5.86M
NGG
National Grid PLC

Utilities
75.2K
+ 166.7%
$57.68 - $70.03 $4.34M - $5.27M
120K $7.15M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
314K
+ 75.47%
$13.01 - $14.43 $4.08M - $4.53M
729K $9.66M
Rbb Fd Inc S
258K
+ 10.08%
N/A
2.82M $72.7M
MSI
Motorola Solutions, Inc.

Technology
6.94K
+ 30.54%
$449.08 - $504.6 $3.12M - $3.5M
29.7K $13.7M
HCA
Hca Healthcare, Inc.

Healthcare
12.7K
+ 387.56%
$297.52 - $415.61 $3.79M - $5.29M
16K $4.81M
MPWR
Monolithic Power Systems Inc

Technology
5.38K
+ 2278.81%
$560.06 - $942.58 $3.01M - $5.07M
5.61K $3.32M
HD
Home Depot, Inc.

Consumer Cyclical
7.95K
+ 71.26%
$385.02 - $431.37 $3.06M - $3.43M
19.1K $7.44M
MRK
Merck & Co., Inc.

Healthcare
47.4K
+ 31.02%
$96.31 - $114.76 $4.56M - $5.43M
200K $19.9M
C
Citigroup Inc

Financial Services
32K
+ 104.32%
$61.31 - $72.5 $1.96M - $2.32M
62.6K $4.41M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
277K
+ 105.53%
$9.25 - $10.62 $2.56M - $2.94M
540K $5.25M
EVRG
Evergy, Inc.

Utilities
39.2K
+ 34.07%
$59.06 - $65.0 $2.32M - $2.55M
154K $9.5M
GDDY
Go Daddy Inc.

Technology
1.88K
+ 3.93%
$153.16 - $209.03 $289K - $394K
49.8K $9.84M
BAC
Bank Of America Corp

Financial Services
46.3K
+ 90.25%
$39.22 - $47.77 $1.82M - $2.21M
97.6K $4.29M
AEP
American Electric Power CO Inc

Utilities
25.2K
+ 180.71%
$90.91 - $102.21 $2.29M - $2.57M
39.1K $3.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
331
+ 90.93%
$4100.99 - $5300.34 $1.36M - $1.75M
695 $3.46M
Rbb Fd Inc S
285K
+ 10.12%
N/A
3.1M $102M
CRM
Salesforce, Inc.

Technology
6
+ 0.03%
$270.87 - $367.87 $1.63K - $2.21K
23.9K $8M
TGT
Target Corp

Consumer Defensive
10.3K
+ 513.51%
$121.59 - $160.69 $1.26M - $1.66M
12.4K $1.67M
LNG
Cheniere Energy, Inc.

Energy
5.51K
+ 128.07%
$181.07 - $225.92 $998K - $1.25M
9.81K $2.11M
LOGI
Logitech International S.A.

Technology
17.3K
+ 119.66%
$77.08 - $91.82 $1.34M - $1.59M
31.8K $2.62M
DD
Du Pont De Nemours, Inc.

Basic Materials
18.6K
+ 231.22%
$75.95 - $88.05 $1.41M - $1.64M
26.7K $2.03M
TSN
Tyson Foods, Inc.

Consumer Defensive
21.5K
+ 41.06%
$57.14 - $64.54 $1.23M - $1.39M
73.8K $4.24M
UL
Unilever PLC

Consumer Defensive
22.3K
+ 58.12%
$56.7 - $64.64 $1.27M - $1.44M
60.8K $3.45M
VUG
Vanguard Growth ETF

ETFs
1.91K
+ 50.68%
$378.79 - $428.11 $724K - $818K
5.68K $2.33M
HYG
Ishares Tr

ETFs
15K
+ 6.49%
$78.09 - $80.04 $1.17M - $1.2M
246K $19.3M
FOX
Fox Corp Cl B (De)

Communication Services
14.1K
+ 71.28%
$38.0 - $47.15 $536K - $665K
33.9K $1.55M
DVN
Devon Energy Corp

Energy
46.4K
+ 37.27%
$30.52 - $42.96 $1.42M - $1.99M
171K $5.59M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3.88K
+ 125.35%
$131.85 - $172.52 $512K - $670K
6.98K $1.14M
EOG
Eog Resources Inc

Energy
5.78K
+ 26.85%
$118.22 - $136.54 $683K - $789K
27.3K $3.35M
CMCSA
Comcast Corp

Communication Services
20.3K
+ 112.38%
$37.39 - $45.14 $758K - $915K
38.3K $1.44M
CVE
Cenovus Energy Inc.

Energy
52.5K
+ 66.51%
$14.35 - $18.36 $753K - $964K
131K $1.99M
IVE
Ishares S&P 500 Value ETF

ETFs
3.55K
+ 83.48%
$189.5 - $206.17 $673K - $733K
7.81K $1.49M
FANG
Diamondback Energy, Inc.

Energy
3.82K
+ 325.72%
$153.06 - $199.5 $585K - $763K
5K $819K
UNP
Union Pacific Corp

Industrials
6.3K
+ 14.09%
$223.15 - $249.32 $1.4M - $1.57M
51K $11.6M
WELL
Welltower Inc.

Real Estate
4.57K
+ 193.56%
$123.11 - $139.3 $562K - $636K
6.93K $873K
SAP
Sap Se

Technology
1.94K
+ 53.29%
$218.13 - $255.54 $423K - $495K
5.58K $1.37M
TNL
Travel & Leisure Co.

Consumer Cyclical
9.09K
+ 97.96%
$45.26 - $56.28 $412K - $512K
18.4K $927K
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email