O'Brien Greene & Co’s Summit Midstream SMC Stock Holding History

O'Brien Greene & Co’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
2024 Q3	–	Sell	-8,340	Closed	-$297K	–	141
2024 Q2	$297K	Buy	+8,340	New	+$263K	0.09%	110

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

SCM

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

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

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

O'Brien Greene & Co's SMC Position: Q3 2024 in Review

O'Brien Greene & Co sold out of Summit Midstream (SMC) in Q3 2024, closing a stake of 8,340 shares — an estimated $297K sold.

O'Brien Greene & Co first reported a position in SMC in Q2 2024 and held it in 1 quarter. The position peaked at $297K in Q2 2024. 34 funds tracked by Wall St. Rank hold SMC as of Q3 2024.

O'Brien Greene & Co reported no remaining Summit Midstream position as of Q3 2024 after selling out during the quarter.
O'Brien Greene & Co sold 8,340 Summit Midstream shares in Q3 2024, an estimated $297K.
O'Brien Greene & Co first reported a position in Summit Midstream in Q2 2024 and held it in 1 quarter.
O'Brien Greene & Co's Summit Midstream position peaked at $297K in Q2 2024.
34 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2024.

Based on O'Brien Greene & Co's 13F filing for Q3 2024, filed 15 Nov 2024.