SGI
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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
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return