SF
GTLS

Summit Financial’s Chart Industries GTLS Stock Holding History

Summit Financial’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,340
Closed -$290K – 646
2024
Q3 		$290K Buy
2,340
+155
+7% +$20.4K 0.01% 467
2024
Q2 		$315K Buy
+2,185
New +$330K 0.01% 409

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Summit Financial's GTLS Position: Q4 2024 in Review

Summit Financial sold out of Chart Industries (GTLS) in Q4 2024, closing a stake of 2,340 shares — an estimated $290K sold.

Summit Financial first reported a position in GTLS in Q2 2024 and held it in 2 quarters. The position peaked at $315K in Q2 2024. 527 funds tracked by Wall St. Rank hold GTLS as of Q4 2024.

  • Summit Financial reported no remaining Chart Industries position as of Q4 2024 after selling out during the quarter.
  • Summit Financial sold 2,340 Chart Industries shares in Q4 2024, an estimated $290K.
  • Summit Financial first reported a position in Chart Industries in Q2 2024 and held it in 2 quarters.
  • Summit Financial's Chart Industries position peaked at $315K in Q2 2024.
  • 527 funds tracked by Wall St. Rank held Chart Industries as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.