SGI
EGAN icon

Summit Global Investments’s eGain EGAN Stock Holding History

Summit Global Investments’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33,200
Closed -$252K – 561
2023
Q1 		$252K Buy
33,200
+13,000
+64% +$112K 0.02% 460
2022
Q4 		$182K Buy
+20,200
New +$166K 0.02% 446
2021
Q4 		– Sell
-17,101
Closed -$174K – 560
2021
Q3 		$174K Sell
17,101
-27,600
-62% -$312K 0.01% 445
2021
Q2 		$513K Hold
44,701
– – 0.03% 354
2021
Q1 		$424K Buy
+44,701
New +$499K 0.03% 384

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Summit Global Investments's EGAN Position: Q2 2023 in Review

Summit Global Investments sold out of eGain (EGAN) in Q2 2023, closing a stake of 33,200 shares — an estimated $252K sold.

Summit Global Investments first reported a position in EGAN in Q1 2021 and held it in 5 quarters. The position peaked at $513K in Q2 2021. 74 funds tracked by Wall St. Rank hold EGAN as of Q2 2023.

  • Summit Global Investments reported no remaining eGain position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 33,200 eGain shares in Q2 2023, an estimated $252K.
  • Summit Global Investments first reported a position in eGain in Q1 2021 and held it in 5 quarters.
  • Summit Global Investments's eGain position peaked at $513K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held eGain as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.