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Summit Global Investments’s CNA Financial CNA Stock Holding History

Summit Global Investments’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,541
Closed -$479K – 512
2024
Q1 		$479K Sell
10,541
-4,185
-28% -$185K 0.04% 333
2023
Q4 		$623K Sell
14,726
-8,053
-35% -$328K 0.04% 304
2023
Q3 		$896K Sell
22,779
-4,674
-17% -$185K 0.06% 245
2023
Q2 		$1.06M Buy
27,453
+16,462
+150% +$641K 0.07% 216
2023
Q1 		$429K Buy
+10,991
New +$461K 0.03% 375

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Summit Global Investments sold out of CNA Financial (CNA) in Q2 2024, closing a stake of 10,541 shares — an estimated $479K sold.

Summit Global Investments first reported a position in CNA in Q1 2023 and held it in 5 quarters. The position peaked at $1.06M in Q2 2023. 245 funds tracked by Wall St. Rank hold CNA as of Q2 2024.

  • Summit Global Investments reported no remaining CNA Financial position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 10,541 CNA Financial shares in Q2 2024, an estimated $479K.
  • Summit Global Investments first reported a position in CNA Financial in Q1 2023 and held it in 5 quarters.
  • Summit Global Investments's CNA Financial position peaked at $1.06M in Q2 2023.
  • 245 funds tracked by Wall St. Rank held CNA Financial as of Q2 2024.

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