SGI
BFS

Summit Global Investments’s Saul Centers BFS Stock Holding History

Summit Global Investments’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,543
Closed -$873K – 223
2019
Q4 		$873K Sell
16,543
-50
-0.3% -$2.64K 0.09% 174
2019
Q3 		$904K Buy
16,593
+3,990
+32% +$213K 0.11% 136
2019
Q2 		$707K Buy
12,603
+1,300
+12% +$70.8K 0.09% 197
2019
Q1 		$581K Buy
+11,303
New +$599K 0.07% 254

Other funds holding BFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Global Investments's BFS Position: Q1 2020 in Review

Summit Global Investments sold out of Saul Centers (BFS) in Q1 2020, closing a stake of 16,543 shares — an estimated $873K sold.

Summit Global Investments first reported a position in BFS in Q1 2019 and held it in 4 quarters. The position peaked at $904K in Q3 2019. 126 funds tracked by Wall St. Rank hold BFS as of Q1 2020.

  • Summit Global Investments reported no remaining Saul Centers position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 16,543 Saul Centers shares in Q1 2020, an estimated $873K.
  • Summit Global Investments first reported a position in Saul Centers in Q1 2019 and held it in 4 quarters.
  • Summit Global Investments's Saul Centers position peaked at $904K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Saul Centers as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.