Summit Global Investments Portfolio Holdings
Summit Global Investments
- $1.37 Billion
- Q1 2025
Summit Global Investments has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 426 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc S with a value of $337M, Rbb Fd Inc S with a value of $76M, Rbb Fd Inc S with a value of $64.3M, Rbb Fd Inc S with a value of $57.9M, and Ishares Core U.S. Aggregate Bo with a value of $57.2M.
Examining the 13F form we can see an decrease of $225M in the current position value, from $1.6B to 1.37B.
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 426
- Current Value $1.37 Billion
- Prior Value $1.6 Billion
- Filing
- Period Q1 2025
- Filing Date April 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 84 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 207 stocks