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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 $3.27B AUM 3.23% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return