Summit Global Investments Purchases in Q4 2024

Summit Global Investments

  • $1.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
233K
New
$65.76 - $71.94 $15.3M - $16.7M
233K $15.5M
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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
199K
New
$40.41 - $45.12 $8.04M - $8.97M
199K $8.05M
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
DVYE
Ishares Emerging Markets Divid

ETFs
277K
New
$25.42 - $29.74 $7.05M - $8.25M
277K $7.17M
CG
Carlyle Group Inc.

Financial Services
142K
New
$43.2 - $54.81 $6.13M - $7.78M
142K $7.16M
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
CAG
Conagra Brands Inc.

Consumer Defensive
242K
New
$26.48 - $32.72 $6.41M - $7.92M
242K $6.71M
KMB
Kimberly Clark Corp

Consumer Defensive
48.8K
+ 510.77%
$130.37 - $146.09 $6.36M - $7.13M
58.4K $7.65M
VB
Vanguard Small Cap ETF

ETFs
24.3K
+ 62.81%
$233.76 - $261.58 $5.69M - $6.36M
63.1K $15.2M
EQH
Equitable Holdings, Inc.

Financial Services
122K
+ 710.44%
$41.59 - $50.4 $5.06M - $6.13M
139K $6.54M
TRGP
Targa Resources Corp.

Energy
30.3K
New
$150.58 - $207.69 $4.56M - $6.29M
30.3K $5.4M
WDS
Woodside Energy Group LTD

Energy
340K
New
$14.38 - $18.32 $4.89M - $6.23M
340K $5.31M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
140K
New
$34.83 - $38.05 $4.86M - $5.31M
140K $4.93M
RY
Royal Bank Of Canada

Financial Services
40.6K
New
$119.72 - $128.02 $4.86M - $5.2M
40.6K $4.89M
Bunge Global Sa C
61.1K
New
N/A
61.1K $4.75M
TU
Telus Corp

Communication Services
364K
+ 533.25%
$13.45 - $16.78 $4.9M - $6.11M
432K $5.86M
GILD
Gilead Sciences, Inc.

Healthcare
51.1K
New
$83.95 - $97.9 $4.29M - $5M
51.1K $4.72M
BHP
Bhp Group LTD

Basic Materials
86.3K
New
$48.78 - $62.43 $4.21M - $5.39M
86.3K $4.22M
NI
Nisource Inc.

Utilities
110K
New
$33.74 - $38.25 $3.7M - $4.2M
110K $4.04M
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
AMGN
Amgen Inc

Healthcare
14.2K
New
$258.78 - $328.31 $3.66M - $4.65M
14.2K $3.69M
Arista Networks Inc C
33.3K
New
N/A
33.3K $3.68M
Rbb Fd Inc S
258K
+ 10.08%
N/A
2.82M $72.7M
NVS
Novartis Ag

Healthcare
36.2K
New
$96.78 - $117.18 $3.5M - $4.24M
36.2K $3.52M
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
T
At&T Inc.

Communication Services
150K
New
$21.22 - $23.88 $3.18M - $3.58M
150K $3.41M
MPWR
Monolithic Power Systems Inc

Technology
5.38K
+ 2278.81%
$560.06 - $942.58 $3.01M - $5.07M
5.61K $3.32M
XLF
Financial Sector Spdr

ETFs
63.8K
New
$44.89 - $51.34 $2.86M - $3.27M
63.8K $3.08M
HD
Home Depot, Inc.

Consumer Cyclical
7.95K
+ 71.26%
$385.02 - $431.37 $3.06M - $3.43M
19.1K $7.44M
FNF
Fidelity National Financial, Inc.

Financial Services
50.9K
New
$55.19 - $63.83 $2.81M - $3.25M
50.9K $2.86M
PKG
Packaging Corp Of America

Consumer Cyclical
12.1K
New
$211.98 - $248.85 $2.56M - $3M
12.1K $2.72M
ECL
Ecolab Inc.

Basic Materials
11.2K
New
$234.32 - $261.43 $2.63M - $2.94M
11.2K $2.63M
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
SU
Suncor Energy Inc

Energy
66.9K
New
$34.5 - $41.53 $2.31M - $2.78M
66.9K $2.39M
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
RCI
Rogers Communications Inc

Communication Services
63.1K
New
$30.36 - $39.38 $1.92M - $2.49M
63.1K $1.94M
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
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