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Summit Financial Group’s Fortune Brands Innovations FBIN Stock Holding History

Summit Financial Group’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$203K Buy
+2,400
New +$191K 0.07% 188

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State Street
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JP Morgan Chase
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial Group's FBIN Position: Q1 2024 in Review

Summit Financial Group opened a new position in Fortune Brands Innovations (FBIN) in Q1 2024: 2,400 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #188 among its holdings.

622 funds tracked by Wall St. Rank hold FBIN as of Q1 2024.

  • Summit Financial Group held 2,400 shares of Fortune Brands Innovations worth $203K as of Q1 2024.
  • Fortune Brands Innovations was a new Summit Financial Group position in Q1 2024.
  • Fortune Brands Innovations made up 0.07% of Summit Financial Group's portfolio in Q1 2024, its #188 holding.
  • 622 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.