Summit Global Investments
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Summit Global Investments’s Custom Truck One Source CTOS Stock Holding History

Summit Global Investments’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-28,300
Closed -$226K – 487
2021
Q4 		$226K Buy
+28,300
New +$244K 0.01% 483

Other funds holding CTOS

Platinum Equity Advisors
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
ECP ControlCo
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.7B AUM 55.7% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Summit Global Investments's CTOS Position: Q1 2022 in Review

Summit Global Investments sold out of Custom Truck One Source (CTOS) in Q1 2022, closing a stake of 28,300 shares — an estimated $226K sold.

Summit Global Investments first reported a position in CTOS in Q4 2021 and held it in 1 quarter. The position peaked at $226K in Q4 2021. 84 funds tracked by Wall St. Rank hold CTOS as of Q1 2022.

  • Summit Global Investments reported no remaining Custom Truck One Source position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 28,300 Custom Truck One Source shares in Q1 2022, an estimated $226K.
  • Summit Global Investments first reported a position in Custom Truck One Source in Q4 2021 and held it in 1 quarter.
  • Summit Global Investments's Custom Truck One Source position peaked at $226K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.