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Summit Global Investments’s Artesian Resources ARTNA Stock Holding History

Summit Global Investments’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,200
Closed -$246K – 504
2022
Q4 		$246K Buy
+4,200
New +$221K 0.02% 421
2022
Q1 		– Sell
-4,600
Closed -$213K – 469
2021
Q4 		$213K Buy
+4,600
New +$193K 0.01% 499

Other funds holding ARTNA

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Summit Global Investments sold out of Artesian Resources (ARTNA) in Q1 2023, closing a stake of 4,200 shares — an estimated $246K sold.

Summit Global Investments first reported a position in ARTNA in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2022. 114 funds tracked by Wall St. Rank hold ARTNA as of Q1 2023.

  • Summit Global Investments reported no remaining Artesian Resources position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 4,200 Artesian Resources shares in Q1 2023, an estimated $246K.
  • Summit Global Investments first reported a position in Artesian Resources in Q4 2021 and held it in 2 quarters.
  • Summit Global Investments's Artesian Resources position peaked at $246K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2023.

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