Summit Global Investments Incresed Positions in Q3 2024

Summit Global Investments

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Rbb Fd Inc
1.29M
+ 33.13%
N/A
5.17M $135M
MET
Metlife Inc

Financial Services
137K
+ 259.0%
$67.96 - $82.48 $9.29M - $11.3M
190K $15.6M
Rbb Fd Inc
291K
+ 12.8%
N/A
2.56M $69.1M
LLY
Eli Lilly & CO

Healthcare
10.3K
+ 176.36%
$772.14 - $960.02 $7.92M - $9.84M
16.1K $14.2M
KR
Kroger CO

Consumer Defensive
132K
+ 279.85%
$50.43 - $57.3 $6.65M - $7.56M
179K $10.3M
Rbb Fd Inc
294K
+ 173.95%
N/A
463K $12.1M
ACGL
Arch Capital Group Ltd.

Financial Services
67.3K
+ 646.77%
$94.47 - $114.25 $6.36M - $7.69M
77.7K $8.7M
Rbb Fd Inc
159K
+ 5.97%
N/A
2.82M $100M
MSI
Motorola Solutions, Inc.

Technology
12.2K
+ 115.47%
$385.65 - $450.49 $4.69M - $5.48M
22.7K $10.2M
CRM
Salesforce, Inc.

Technology
21.7K
+ 971.74%
$238.42 - $276.53 $5.17M - $6M
23.9K $6.55M
VB
Vanguard Small Cap ETF

ETFs
20.2K
+ 109.04%
$214.77 - $237.72 $4.34M - $4.8M
38.7K $9.19M
DTE
Dte Energy CO

Utilities
30.2K
+ 580.03%
$108.67 - $128.41 $3.28M - $3.87M
35.4K $4.54M
FCX
Freeport Mcmoran Inc

Basic Materials
71.9K
+ 1559.28%
$39.52 - $51.92 $2.84M - $3.73M
76.5K $3.82M
SPOT
Spotify Technology S.A.

Communication Services
8.86K
+ 194.23%
$290.16 - $384.01 $2.57M - $3.4M
13.4K $4.95M
JPM
Jpmorgan Chase & CO

Financial Services
15.6K
+ 96.28%
$194.9 - $224.8 $3.04M - $3.51M
31.8K $6.71M
IEFA
Ishares Tr

ETFs
37.2K
+ 48.83%
$70.09 - $78.74 $2.61M - $2.93M
113K $8.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.83K
+ 1.97%
$96.25 - $101.98 $946K - $1M
509K $51.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.74K
+ 29.96%
$405.19 - $478.57 $1.92M - $2.27M
20.5K $9.46M
UNM
Unum Group

Financial Services
48.2K
+ 262.16%
$49.81 - $59.44 $2.4M - $2.87M
66.6K $3.96M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
192K
+ 86.0%
$13.0 - $15.08 $2.5M - $2.9M
416K $5.91M
RSG
Republic Services, Inc.

Industrials
14.6K
+ 652.46%
$189.34 - $208.21 $2.76M - $3.03M
16.8K $3.37M
HYG
Ishares Tr

ETFs
28.3K
+ 13.95%
$76.72 - $80.36 $2.17M - $2.27M
231K $18.5M
NGG
National Grid PLC

Utilities
38.5K
+ 579.88%
$57.14 - $70.48 $2.2M - $2.71M
45.1K $3.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.1K
+ 23.14%
$77.02 - $85.06 $1.78M - $1.97M
123K $10.4M
RGA
Reinsurance Group Of America Inc

Financial Services
11.5K
+ 177.01%
$192.62 - $225.79 $2.21M - $2.6M
18K $3.92M
WM
Waste Management Inc

Industrials
12.6K
+ 67.2%
$196.96 - $223.45 $2.48M - $2.82M
31.4K $6.51M
COST
Costco Wholesale Corp

Consumer Defensive
2.49K
+ 39.62%
$801.83 - $917.05 $1.99M - $2.28M
8.77K $7.77M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.2K
+ 22.69%
$1024.09 - $1201.76 $2.25M - $2.64M
11.9K $12.5M
NVR
Nvr Inc

Consumer Cyclical
26
+ 2.84%
$7421.51 - $9811.8 $193K - $255K
943 $9.25M
EME
Emcor Group, Inc.

Industrials
3.99K
+ 58.43%
$340.22 - $435.6 $1.36M - $1.74M
10.8K $4.66M
CBRE
Cbre Group, Inc.

Real Estate
15.8K
+ 295.83%
$85.97 - $124.48 $1.36M - $1.97M
21.2K $2.64M
LDOS
Leidos Holdings, Inc.

Technology
11.3K
+ 124.46%
$142.66 - $163.02 $1.61M - $1.84M
20.4K $3.33M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.9K
+ 9.07%
$89.91 - $101.33 $1.07M - $1.2M
143K $14M
Rbb Fd Inc
5.37K
+ 0.3%
N/A
1.79M $55.6M
HD
Home Depot, Inc.

Consumer Cyclical
2.39K
+ 27.24%
$333.64 - $405.2 $797K - $968K
11.2K $4.52M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5.77K
+ 152.61%
$233.4 - $302.36 $1.35M - $1.74M
9.55K $2.59M
BRBR
Bellring Brands, Inc.

Consumer Defensive
23.5K
+ 264.58%
$48.99 - $61.11 $1.15M - $1.43M
32.3K $1.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.32K
+ 186.81%
$147.95 - $191.05 $1.23M - $1.59M
12.8K $2.22M
BAC
Bank Of America Corp

Financial Services
36.1K
+ 237.6%
$36.65 - $44.13 $1.32M - $1.59M
51.3K $2.04M
CL
Colgate Palmolive CO

Consumer Defensive
3.11K
+ 1.9%
$95.54 - $108.77 $297K - $338K
167K $17.3M
C
Citigroup Inc

Financial Services
22.8K
+ 289.52%
$56.11 - $67.61 $1.28M - $1.54M
30.6K $1.92M
NFG
National Fuel Gas CO

Energy
20.4K
+ 76.3%
$54.14 - $61.22 $1.1M - $1.25M
47.1K $2.85M
DVN
Devon Energy Corp

Energy
48.4K
+ 63.67%
$37.87 - $48.65 $1.83M - $2.36M
124K $4.87M
IVV
Ishares Core S&P 500 ETF

ETFs
1.99K
+ 227.57%
$520.18 - $576.82 $1.03M - $1.15M
2.86K $1.65M
LRCX
Lam Research Corp

Technology
2.71K
+ 60.18%
$731.56 - $1127.3 $1.98M - $3.05M
7.21K $5.88M
CSX
Csx Corp

Industrials
30.1K
+ 77.61%
$32.48 - $35.45 $977K - $1.07M
68.9K $2.38M
ROST
Ross Stores, Inc.

Consumer Cyclical
6.63K
+ 62.76%
$136.06 - $155.24 $902K - $1.03M
17.2K $2.59M
RE
Everest Re Group LTD

Financial Services
1.69K
+ 4.72%
N/A
37.4K $14.6M
INFY
Infosys LTD

Technology
29.4K
+ 29.89%
$18.76 - $23.28 $551K - $684K
128K $2.84M
Activity Summary
Buys All Purchases 270 New Holdings 114 Increased Positions 156 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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