Jain Global’s Summit Midstream SMC Stock Holding History

Jain Global’s Portfolio SMC Stock Details SMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,045	Closed	-$205K	–	1682
2025 Q1	$205K	Buy	+6,045	New	+$243K	﹤0.01%	852

Other funds holding SMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $370M AUM 17.8% 1-Year Est. Return

Jain Global's SMC Position: Q2 2025 in Review

Jain Global sold out of Summit Midstream (SMC) in Q2 2025, closing a stake of 6,045 shares — an estimated $205K sold.

Jain Global first reported a position in SMC in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 62 funds tracked by Wall St. Rank hold SMC as of Q2 2025.

Jain Global reported no remaining Summit Midstream position as of Q2 2025 after selling out during the quarter.
Jain Global sold 6,045 Summit Midstream shares in Q2 2025, an estimated $205K.
Jain Global first reported a position in Summit Midstream in Q1 2025 and held it in 1 quarter.
Jain Global's Summit Midstream position peaked at $205K in Q1 2025.
62 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.