SGI
CMA

Summit Global Investments’s Comerica CMA Stock Holding History

Summit Global Investments’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,747
Closed -$206K – 511
2024
Q1 		$206K Buy
+3,747
New +$196K 0.02% 477
2019
Q3 		– Sell
-114,145
Closed -$8.29M – 273
2019
Q2 		$8.29M Sell
114,145
-3,150
-3% -$234K 1.04% 31
2019
Q1 		$8.6M Buy
117,295
+6,845
+6% +$549K 1.1% 29
2018
Q4 		$7.59M Buy
+110,450
New +$8.78M 1.18% 27

Other funds holding CMA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Summit Global Investments's CMA Position: Q2 2024 in Review

Summit Global Investments sold out of Comerica (CMA) in Q2 2024, closing a stake of 3,747 shares — an estimated $206K sold.

Summit Global Investments first reported a position in CMA in Q4 2018 and held it in 4 quarters. The position peaked at $8.6M in Q1 2019. 509 funds tracked by Wall St. Rank hold CMA as of Q2 2024.

  • Summit Global Investments reported no remaining Comerica position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 3,747 Comerica shares in Q2 2024, an estimated $206K.
  • Summit Global Investments first reported a position in Comerica in Q4 2018 and held it in 4 quarters.
  • Summit Global Investments's Comerica position peaked at $8.6M in Q1 2019.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.