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Summit Global Investments’s Aveanna Healthcare AVAH Stock Holding History

Summit Global Investments’s Portfolio AVAH Stock Details AVAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,587
Closed -$103K – 436
2024
Q4 		$103K Buy
+22,587
New +$116K 0.01% 514
2022
Q2 		– Sell
-184,900
Closed -$631K – 464
2022
Q1 		$631K Buy
184,900
+7,500
+4% +$40.7K 0.05% 295
2021
Q4 		$1.31M Buy
177,400
+7,200
+4% +$52.3K 0.08% 206
2021
Q3 		$1.36M Buy
+170,200
New +$1.65M 0.1% 166

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $232M AUM 63.86% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Summit Global Investments's AVAH Position: Q1 2025 in Review

Summit Global Investments sold out of Aveanna Healthcare (AVAH) in Q1 2025, closing a stake of 22,587 shares — an estimated $103K sold.

Summit Global Investments first reported a position in AVAH in Q3 2021 and held it in 4 quarters. The position peaked at $1.36M in Q3 2021. 115 funds tracked by Wall St. Rank hold AVAH as of Q1 2025.

  • Summit Global Investments reported no remaining Aveanna Healthcare position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 22,587 Aveanna Healthcare shares in Q1 2025, an estimated $103K.
  • Summit Global Investments first reported a position in Aveanna Healthcare in Q3 2021 and held it in 4 quarters.
  • Summit Global Investments's Aveanna Healthcare position peaked at $1.36M in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.