SGI
FFG

Summit Global Investments’s FBL Financial Group FFG Stock Holding History

Summit Global Investments’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,300
Closed -$370K – 271
2020
Q2 		$370K Sell
10,300
-4,900
-32% -$180K 0.04% 207
2020
Q1 		$709K Sell
15,200
-200
-1% -$10.1K 0.1% 123
2019
Q4 		$908K Buy
15,400
+1,500
+11% +$86.3K 0.1% 152
2019
Q3 		$827K Buy
13,900
+3,300
+31% +$197K 0.1% 178
2019
Q2 		$676K Buy
+10,600
New +$677K 0.09% 229

Other funds holding FFG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Summit Global Investments's FFG Position: Q3 2020 in Review

Summit Global Investments sold out of FBL Financial Group (FFG) in Q3 2020, closing a stake of 10,300 shares — an estimated $370K sold.

Summit Global Investments first reported a position in FFG in Q2 2019 and held it in 5 quarters. The position peaked at $908K in Q4 2019. 103 funds tracked by Wall St. Rank hold FFG as of Q3 2020.

  • Summit Global Investments reported no remaining FBL Financial Group position as of Q3 2020 after selling out during the quarter.
  • Summit Global Investments sold 10,300 FBL Financial Group shares in Q3 2020, an estimated $370K.
  • Summit Global Investments first reported a position in FBL Financial Group in Q2 2019 and held it in 5 quarters.
  • Summit Global Investments's FBL Financial Group position peaked at $908K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held FBL Financial Group as of Q3 2020.

Based on Summit Global Investments's 13F filing for Q3 2020, filed 16 Nov 2020.