Summit Global Investments Portfolio Holdings
Summit Global Investments
- $1.57 Billion
- Q3 2024
Summit Global Investments has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 494 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc with a value of $135M, Rbb Fd Inc with a value of $100M, Rbb Fd Inc with a value of $69.1M, Rbb Fd Inc with a value of $55.6M, and Ishares Core U.S. Aggregate Bo with a value of $51.6M.
Examining the 13F form we can see an increase of $86.5M in the current position value, from $1.48B to 1.57B.
Summit Global Investments is based out at Bountiful, UT
Below you can find more details about Summit Global Investments portfolio as well as his latest detailed transactions.
Portfolio value
$1.57 Billion
ETFs: $220 Million
Financial Services: $175 Million
Technology: $167 Million
Healthcare: $161 Million
Industrials: $120 Million
Consumer Defensive: $85.8 Million
Consumer Cyclical: $85.7 Million
Communication Services: $72.9 Million
Other: $92.5 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 494
- Current Value $1.57 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 114 stocks
- Additional Purchases 156 stocks
- Sold out of 0 stocks
- Reduced holdings in 199 stocks