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Summit Global Investments’s Amerant Bancorp AMTB Stock Holding History

Summit Global Investments’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,400
Closed -$279K – 502
2022
Q4 		$279K Buy
+10,400
New +$292K 0.02% 404
2022
Q2 		– Sell
-11,400
Closed -$360K – 458
2022
Q1 		$360K Hold
11,400
– – 0.03% 384
2021
Q4 		$394K Buy
+11,400
New +$335K 0.03% 410

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Global Investments's AMTB Position: Q1 2023 in Review

Summit Global Investments sold out of Amerant Bancorp (AMTB) in Q1 2023, closing a stake of 10,400 shares — an estimated $279K sold.

Summit Global Investments first reported a position in AMTB in Q4 2021 and held it in 3 quarters. The position peaked at $394K in Q4 2021. 89 funds tracked by Wall St. Rank hold AMTB as of Q1 2023.

  • Summit Global Investments reported no remaining Amerant Bancorp position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 10,400 Amerant Bancorp shares in Q1 2023, an estimated $279K.
  • Summit Global Investments first reported a position in Amerant Bancorp in Q4 2021 and held it in 3 quarters.
  • Summit Global Investments's Amerant Bancorp position peaked at $394K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.