SGI
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Summit Global Investments’s DMC Global BOOM Stock Holding History

Summit Global Investments’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,650
Closed -$407K – 517
2023
Q3 		$407K Buy
+16,650
New +$362K 0.03% 373
2021
Q4 		– Sell
-44,100
Closed -$1.63M – 548
2021
Q3 		$1.63M Buy
44,100
+24,300
+123% +$1.05M 0.12% 149
2021
Q2 		$1.11M Buy
19,800
+9,500
+92% +$522K 0.07% 216
2021
Q1 		$559K Buy
+10,300
New +$591K 0.04% 321

Other funds holding BOOM

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return