Summit Global Investments’s Forestar Group FOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-30,996	Closed	-$620K	–	493
2025 Q2	$620K	Sell	30,996 -1,013	-3%	-$20K	0.04%	271
2025 Q1	$677K	Sell	32,009 -1,185	-4%	-$27.6K	0.05%	248
2024 Q4	$860K	Buy	33,194 +1,192	+4%	+$35.6K	0.05%	243
2024 Q3	$1.04M	Buy	32,002 +1,521	+5%	+$47.4K	0.07%	236
2024 Q2	$975K	Buy	30,481 +5,422	+22%	+$183K	0.07%	241
2024 Q1	$1.01M	Sell	25,059 -7,777	-24%	-$264K	0.07%	212
2023 Q4	$1.09M	Buy	32,836 +5,700	+21%	+$165K	0.07%	226
2023 Q3	$731K	Buy	27,136 +13,395	+97%	+$369K	0.05%	275
2023 Q2	$310K	Buy	+13,741	New	+$264K	0.02%	418
2023 Q1	–	Sell	-20,100	Closed	-$310K	–	532
2022 Q4	$310K	Hold	20,100	–	–	0.03%	387
2022 Q3	$225K	Buy	20,100 +7,600	+61%	+$101K	0.02%	436
2022 Q2	$171K	Hold	12,500	–	–	0.02%	446
2022 Q1	$222K	Buy	12,500 +3,000	+32%	+$56.2K	0.02%	448
2021 Q4	$207K	Sell	9,500 -13,800	-59%	-$284K	0.01%	502
2021 Q3	$434K	Sell	23,300 -7,800	-25%	-$158K	0.03%	335
2021 Q2	$650K	Buy	31,100 +9,800	+46%	+$229K	0.04%	299
2021 Q1	$496K	Buy	+21,300	New	+$477K	0.03%	352
2020 Q1	–	Sell	-40,600	Closed	-$847K	–	243
2019 Q4	$847K	Buy	+40,600	New	+$793K	0.09%	192

Other funds holding FOR

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return