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Summit Global Investments’s Alpha Metallurgical Resources AMR Stock Holding History

Summit Global Investments’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,683
Closed -$887K – 527
2023
Q1 		$887K Buy
5,683
+1
+0% +$160 0.07% 265
2022
Q4 		$832K Buy
5,682
+782
+16% +$123K 0.07% 226
2022
Q3 		$671K Buy
+4,900
New +$681K 0.06% 260

Other funds holding AMR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Summit Global Investments's AMR Position: Q2 2023 in Review

Summit Global Investments sold out of Alpha Metallurgical Resources (AMR) in Q2 2023, closing a stake of 5,683 shares — an estimated $887K sold.

Summit Global Investments first reported a position in AMR in Q3 2022 and held it in 3 quarters. The position peaked at $887K in Q1 2023. 199 funds tracked by Wall St. Rank hold AMR as of Q2 2023.

  • Summit Global Investments reported no remaining Alpha Metallurgical Resources position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 5,683 Alpha Metallurgical Resources shares in Q2 2023, an estimated $887K.
  • Summit Global Investments first reported a position in Alpha Metallurgical Resources in Q3 2022 and held it in 3 quarters.
  • Summit Global Investments's Alpha Metallurgical Resources position peaked at $887K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.