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Summit Global Investments’s Equity Bancshares EQBK Stock Holding History

Summit Global Investments’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,575
Closed -$443K – 522
2022
Q4 		$443K Buy
13,575
+100
+0.7% +$3.45K 0.04% 337
2022
Q3 		$399K Buy
13,475
+275
+2% +$8.5K 0.04% 359
2022
Q2 		$385K Buy
13,200
+2,900
+28% +$90.8K 0.03% 364
2022
Q1 		$333K Buy
+10,300
New +$335K 0.02% 394

Other funds holding EQBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's EQBK Position: Q1 2023 in Review

Summit Global Investments sold out of Equity Bancshares (EQBK) in Q1 2023, closing a stake of 13,575 shares — an estimated $443K sold.

Summit Global Investments first reported a position in EQBK in Q1 2022 and held it in 4 quarters. The position peaked at $443K in Q4 2022. 92 funds tracked by Wall St. Rank hold EQBK as of Q1 2023.

  • Summit Global Investments reported no remaining Equity Bancshares position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 13,575 Equity Bancshares shares in Q1 2023, an estimated $443K.
  • Summit Global Investments first reported a position in Equity Bancshares in Q1 2022 and held it in 4 quarters.
  • Summit Global Investments's Equity Bancshares position peaked at $443K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.