SGI
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Summit Global Investments’s Inogen INGN Stock Holding History

Summit Global Investments’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,646
Closed -$107K – 511
2024
Q4 		$107K Buy
+11,646
New +$109K 0.01% 512
2018
Q4 		– Sell
-3,700
Closed -$903K – 281
2018
Q3 		$903K Hold
3,700
– – 0.12% 131
2018
Q2 		$689K Sell
3,700
-1,100
-23% -$183K 0.1% 157
2018
Q1 		$590K Buy
+4,800
New +$586K 0.09% 151

Other funds holding INGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $195M AUM 5.21% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return