SGI
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Summit Global Investments’s Alpha and Omega Semiconductor AOSL Stock Holding History

Summit Global Investments’s Portfolio AOSL Stock Details AOSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$249K Hold
11,238
– – 0.01% 448
2025
Q4 		$223K Buy
+11,238
New +$265K 0.01% 454
2024
Q4 		– Sell
-17,374
Closed -$645K – 532
2024
Q3 		$645K Buy
+17,374
New +$660K 0.04% 326
2024
Q1 		– Sell
-9,046
Closed -$236K – 498
2023
Q4 		$236K Buy
+9,046
New +$223K 0.02% 469

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return