Summit Financial’s Nordic American Tanker NAT Stock Holding History

Summit Financial’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,659	Closed	-$32.2K	–	732
2024 Q4	$32.2K	Buy	+12,659	New	+$38.9K	﹤0.01%	636

Other funds holding NAT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

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

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

Summit Financial's NAT Position: Q1 2025 in Review

Summit Financial sold out of Nordic American Tanker (NAT) in Q1 2025, closing a stake of 12,659 shares — an estimated $32.2K sold.

Summit Financial first reported a position in NAT in Q4 2024 and held it in 1 quarter. The position peaked at $32.2K in Q4 2024. 200 funds tracked by Wall St. Rank hold NAT as of Q1 2025.

Summit Financial reported no remaining Nordic American Tanker position as of Q1 2025 after selling out during the quarter.
Summit Financial sold 12,659 Nordic American Tanker shares in Q1 2025, an estimated $32.2K.
Summit Financial first reported a position in Nordic American Tanker in Q4 2024 and held it in 1 quarter.
Summit Financial's Nordic American Tanker position peaked at $32.2K in Q4 2024.
200 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.