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Summit Global Investments’s Koppers KOP Stock Holding History

Summit Global Investments’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,700
Closed -$724K – 586
2023
Q1 		$724K Buy
+20,700
New +$688K 0.06% 297

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's KOP Position: Q2 2023 in Review

Summit Global Investments sold out of Koppers (KOP) in Q2 2023, closing a stake of 20,700 shares — an estimated $724K sold.

Summit Global Investments first reported a position in KOP in Q1 2023 and held it in 1 quarter. The position peaked at $724K in Q1 2023. 152 funds tracked by Wall St. Rank hold KOP as of Q2 2023.

  • Summit Global Investments reported no remaining Koppers position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 20,700 Koppers shares in Q2 2023, an estimated $724K.
  • Summit Global Investments first reported a position in Koppers in Q1 2023 and held it in 1 quarter.
  • Summit Global Investments's Koppers position peaked at $724K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Koppers as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.