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Summit Global Investments’s Intapp INTA Stock Holding History

Summit Global Investments’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,500
Closed -$356K – 562
2023
Q2 		$356K Buy
+8,500
New +$366K 0.02% 396
2022
Q1 		– Sell
-27,200
Closed -$684K – 514
2021
Q4 		$684K Buy
+27,200
New +$720K 0.04% 294

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Summit Global Investments's INTA Position: Q3 2023 in Review

Summit Global Investments sold out of Intapp (INTA) in Q3 2023, closing a stake of 8,500 shares — an estimated $356K sold.

Summit Global Investments first reported a position in INTA in Q4 2021 and held it in 2 quarters. The position peaked at $684K in Q4 2021. 156 funds tracked by Wall St. Rank hold INTA as of Q3 2023.

  • Summit Global Investments reported no remaining Intapp position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 8,500 Intapp shares in Q3 2023, an estimated $356K.
  • Summit Global Investments first reported a position in Intapp in Q4 2021 and held it in 2 quarters.
  • Summit Global Investments's Intapp position peaked at $684K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Intapp as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.