SGI
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Summit Global Investments’s Trump Media & Technology Group DJT Stock Holding History

Summit Global Investments’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,305
Closed -$305K – 598
2024
Q2 		$305K Buy
9,305
+5
+0.1% +$210 0.02% 414
2024
Q1 		$576K Buy
+9,300
New +$361K 0.04% 305
2022
Q3 		– Sell
-9,000
Closed -$217K – 506
2022
Q2 		$217K Hold
9,000
– – 0.02% 440
2022
Q1 		$581K Hold
9,000
– – 0.04% 309
2021
Q4 		$463K Buy
+9,000
New +$407K 0.03% 379

Other funds holding DJT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's DJT Position: Q3 2024 in Review

Summit Global Investments sold out of Trump Media & Technology Group (DJT) in Q3 2024, closing a stake of 9,305 shares — an estimated $305K sold.

Summit Global Investments first reported a position in DJT in Q4 2021 and held it in 5 quarters. The position peaked at $581K in Q1 2022. 263 funds tracked by Wall St. Rank hold DJT as of Q3 2024.

  • Summit Global Investments reported no remaining Trump Media & Technology Group position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 9,305 Trump Media & Technology Group shares in Q3 2024, an estimated $305K.
  • Summit Global Investments first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 5 quarters.
  • Summit Global Investments's Trump Media & Technology Group position peaked at $581K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.