LM Advisors’s Summit Therapeutics SMMT Stock Holding History

LM Advisors’s Portfolio SMMT Stock Details SMMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,206	Closed	-$16.2K	–	638
2023 Q4	$16.2K	Buy	+6,206	New	+$12.8K	﹤0.01%	464

Other funds holding SMMT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LM Advisors's SMMT Position: Q1 2024 in Review

LM Advisors sold out of Summit Therapeutics (SMMT) in Q1 2024, closing a stake of 6,206 shares — an estimated $16.2K sold.

LM Advisors first reported a position in SMMT in Q4 2023 and held it in 1 quarter. The position peaked at $16.2K in Q4 2023. 105 funds tracked by Wall St. Rank hold SMMT as of Q1 2024.

LM Advisors reported no remaining Summit Therapeutics position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 6,206 Summit Therapeutics shares in Q1 2024, an estimated $16.2K.
LM Advisors first reported a position in Summit Therapeutics in Q4 2023 and held it in 1 quarter.
LM Advisors's Summit Therapeutics position peaked at $16.2K in Q4 2023.
105 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.