JC
SUMR

JBF Capital’s Summer Infant, Inc. SUMR Stock Holding History

JBF Capital’s Portfolio SUMR Stock Details SUMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-28,889
Closed -$91K – 93
2019
Q3 		$91K Hold
28,889
– – 0.02% 69
2019
Q2 		$130K Hold
28,889
– – 0.02% 56
2019
Q1 		$187K Buy
28,889
+15,466
+115% +$131K 0.03% 60
2018
Q4 		$127K Buy
+13,423
New +$135K 0.02% 59

Other funds holding SUMR

WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $398M AUM 39.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JBF Capital's SUMR Position: Q4 2019 in Review

JBF Capital sold out of Summer Infant, Inc. (SUMR) in Q4 2019, closing a stake of 28,889 shares — an estimated $91K sold.

JBF Capital first reported a position in SUMR in Q4 2018 and held it in 4 quarters. The position peaked at $187K in Q1 2019. 13 funds tracked by Wall St. Rank hold SUMR as of Q4 2019.

  • JBF Capital reported no remaining Summer Infant, Inc. position as of Q4 2019 after selling out during the quarter.
  • JBF Capital sold 28,889 Summer Infant, Inc. shares in Q4 2019, an estimated $91K.
  • JBF Capital first reported a position in Summer Infant, Inc. in Q4 2018 and held it in 4 quarters.
  • JBF Capital's Summer Infant, Inc. position peaked at $187K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q4 2019.

Based on JBF Capital's 13F filing for Q4 2019, filed 14 Feb 2020.