Summit Global Investments Sells in Q3 2025

Summit Global Investments

  • $1.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
-40.1K
- 30.25%
N/A
92.4K $13.5M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-830
- 11.77%
$116.29 - $120.92 $96.5K - $100K
6.22K $746K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.26K
- 42.95%
$103.83 - $179.9 $338K - $586K
4.33K $774K
TCBI
Texas Capital Bancshares Inc

Financial Services
-1.98K
- 12.55%
$79.46 - $89.73 $157K - $177K
13.8K $1.16M
RCII
Rent A Center Inc De

Industrials
-877
- 2.08%
N/A
41.3K $975K
GBX
Greenbrier Companies Inc

Industrials
-1.84K
- 17.32%
$43.97 - $56.91 $80.9K - $105K
8.78K $406K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-4.18K
- 17.26%
$54.88 - $68.04 $229K - $284K
20K $1.35M
MMM
3 M CO

Industrials
-779
- 4.23%
$144.41 - $160.2 $112K - $125K
17.6K $2.74M
RC
Ready Capital Corp

Real Estate
-619
- 0.51%
$3.71 - $4.66 $2.3K - $2.88K
120K $463K
ACN
Accenture PLC

Technology
-14
- 1.29%
$232.56 - $304.78 $3.26K - $4.27K
1.07K $263K
AMZN
Amazon Com Inc

Consumer Cyclical
-266
- 1.2%
$211.65 - $238.24 $56.3K - $63.4K
22K $4.82M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-602
- 6.38%
$25.09 - $33.65 $15.1K - $20.3K
8.83K $228K
VEA
Vanguard Ftse Developed Market

ETFs
-2.04K
- 8.73%
$56.02 - $60.3 $114K - $123K
21.3K $1.28M
HYG
Ishares Tr

ETFs
-1.18K
- 1.55%
$79.85 - $81.32 $93.8K - $95.6K
74.6K $6.06M
NTNX
Nutanix, Inc.

Technology
-424
- 3.71%
$66.06 - $81.12 $28K - $34.4K
11K $818K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.11K
- 20.24%
$26.38 - $27.95 $55.7K - $59K
8.32K $227K
CIVB
Civista Bancshares, Inc.

Financial Services
-471
- 3.7%
$19.28 - $25.08 $9.08K - $11.8K
12.3K $249K
AMGN
Amgen Inc

Healthcare
-199
- 3.96%
$271.18 - $309.22 $54K - $61.5K
4.83K $1.36M
Natwest Group PLC
-2.72K
- 3.12%
N/A
84.3K $1.19M
CSTL
Castle Biosciences Inc

Healthcare
-3.3K
- 21.07%
$14.65 - $24.65 $48.3K - $81.3K
12.4K $281K
SPGI
S&P Global Inc.

Financial Services
-15
- 2.03%
$484.94 - $564.15 $7.27K - $8.46K
724 $352K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-2.57K
- 19.78%
$13.62 - $14.27 $35K - $36.7K
10.4K $149K
LNG
Cheniere Energy, Inc.

Energy
-50
- 2.3%
$222.68 - $244.28 $11.1K - $12.2K
2.12K $498K
SM
Sm Energy CO

Energy
-1.55K
- 3.27%
$24.97 - $28.98 $38.8K - $45K
45.9K $1.15M
ALL
Allstate Corp

Financial Services
-153
- 11.82%
$192.0 - $214.65 $29.4K - $32.8K
1.14K $245K
EXC
Exelon Corp

Utilities
-2.08K
- 4.18%
$42.73 - $45.54 $88.8K - $94.7K
47.6K $2.14M
VGSH
Vanguard

ETFs
-245
- 1.19%
$58.43 - $58.88 $14.3K - $14.4K
20.4K $1.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-960
- 10.66%
$49.43 - $54.52 $47.5K - $52.3K
8.04K $436K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-223
- 4.8%
$84.77 - $103.36 $18.9K - $23K
4.42K $378K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-40
- 0.59%
$38.13 - $39.74 $1.53K - $1.59K
6.73K $264K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-274
- 3.35%
N/A
7.9K $528K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-97
- 0.72%
$78.96 - $80.04 $7.66K - $7.76K
13.3K $1.07M
VGIT
Vanguard Intermediate Term Tre

ETFs
-49
- 0.69%
$58.97 - $60.36 $2.89K - $2.96K
7.1K $426K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-803
- 7.33%
$72.65 - $78.68 $58.3K - $63.2K
10.2K $795K
TRV
Travelers Companies, Inc.

Financial Services
-326
- 4.25%
$250.62 - $279.43 $81.7K - $91.1K
7.34K $2.05M
PULS
Pgim ETF Tr

ETFs
-28
- 0.18%
$49.58 - $49.83 $1.39K - $1.4K
15.8K $787K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-118
- 1.1%
$45.72 - $47.27 $5.39K - $5.58K
10.7K $500K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-90
- 0.54%
$26.44 - $27.1 $2.38K - $2.44K
16.5K $445K
VCIT
Vanguard Intermediate Term Cor

ETFs
-46
- 1.01%
$81.75 - $84.54 $3.76K - $3.89K
4.52K $380K
CNQ
Canadian Natural Resources LTD

Energy
-40
- 0.5%
$29.31 - $32.93 $1.17K - $1.32K
7.88K $252K
NEE
Nextera Energy Inc

Utilities
-285
- 6.6%
$69.77 - $77.54 $19.9K - $22.1K
4.03K $304K
MCD
Mcdonalds Corp

Consumer Cyclical
-86
- 3.26%
$291.67 - $316.99 $25.1K - $27.3K
2.56K $776K
MTH
Meritage Homes Corp

Consumer Cyclical
-172
- 5.48%
$67.34 - $82.83 $11.6K - $14.2K
2.97K $215K
VV
Vanguard Large Cap ETF

ETFs
-16
- 1.75%
$285.05 - $309.14 $4.56K - $4.95K
897 $276K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-498
- 0.79%
$45.07 - $47.56 $22.4K - $23.7K
62.3K $2.87M
HCA
Hca Healthcare, Inc.

Healthcare
-7
- 1.06%
$334.32 - $426.2 $2.34K - $2.98K
653 $278K
CSTM
Constellium Se

Basic Materials
-2.12K
- 5.76%
$13.08 - $16.36 $27.7K - $34.6K
34.6K $515K
ZG
Zillow Group, Inc.

Communication Services
-214
- 2.94%
$68.95 - $86.76 $14.8K - $18.6K
7.06K $525K
OGE
Oge Energy Corp.

Utilities
-231
- 1.11%
$43.46 - $46.27 $10K - $10.7K
20.5K $949K
Activity Summary
Buys All Purchases 249 New Holdings 101 Increased Positions 148 Sells All Sells 190 Reductions 190 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