Summit Global Investments’s FTI Consulting FCN Stock Holding History

Summit Global Investments’s Portfolio FCN Stock Details FCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,292	Closed	-$1.79M	–	528
2022 Q4	$1.79M	Sell	11,292 -447	-4%	-$74.6K	0.15%	149
2022 Q3	$1.95M	Sell	11,739 -1,207	-9%	-$203K	0.18%	129
2022 Q2	$2.34M	Buy	12,946 +10	+0.1%	+$1.65K	0.21%	114
2022 Q1	$2.03M	Sell	12,936 -5,294	-29%	-$789K	0.15%	146
2021 Q4	$2.8M	Sell	18,230 -1,395	-7%	-$203K	0.18%	109
2021 Q3	$2.64M	Buy	19,625 +202	+1%	+$28K	0.2%	100
2021 Q2	$2.65M	Buy	19,423 +1,127	+6%	+$159K	0.16%	109
2021 Q1	$2.56M	Buy	18,296 +2,926	+19%	+$347K	0.16%	106
2020 Q4	$1.72M	Sell	15,370 -257	-2%	-$27.7K	0.17%	104
2020 Q3	$1.66M	Buy	15,627 +2,727	+21%	+$310K	0.17%	81
2020 Q2	$1.48M	Buy	+12,900	New	+$1.56M	0.17%	83

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Summit Global Investments sold out of FTI Consulting (FCN) in Q1 2023, closing a stake of 11,292 shares — an estimated $1.79M sold.

Summit Global Investments first reported a position in FCN in Q2 2020 and held it in 11 quarters. The position peaked at $2.8M in Q4 2021. 372 funds tracked by Wall St. Rank hold FCN as of Q1 2023.

Summit Global Investments reported no remaining FTI Consulting position as of Q1 2023 after selling out during the quarter.
Summit Global Investments sold 11,292 FTI Consulting shares in Q1 2023, an estimated $1.79M.
Summit Global Investments first reported a position in FTI Consulting in Q2 2020 and held it in 11 quarters.
Summit Global Investments's FTI Consulting position peaked at $2.8M in Q4 2021.
372 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2023.

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