SGI
LPT

Summit Global Investments’s Liberty Property Trust LPT Stock Holding History

Summit Global Investments’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-25,812
Closed -$1.32M – 312
2019
Q3 		$1.32M Buy
25,812
+400
+2% +$20.6K 0.15% 106
2019
Q2 		$1.27M Buy
25,412
+792
+3% +$38.8K 0.16% 109
2019
Q1 		$1.19M Buy
+24,620
New +$1.15M 0.15% 108

Other funds holding LPT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Global Investments's LPT Position: Q4 2019 in Review

Summit Global Investments sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 25,812 shares — an estimated $1.32M sold.

Summit Global Investments first reported a position in LPT in Q1 2019 and held it in 3 quarters. The position peaked at $1.32M in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Summit Global Investments reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
  • Summit Global Investments sold 25,812 Liberty Property Trust shares in Q4 2019, an estimated $1.32M.
  • Summit Global Investments first reported a position in Liberty Property Trust in Q1 2019 and held it in 3 quarters.
  • Summit Global Investments's Liberty Property Trust position peaked at $1.32M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Summit Global Investments's 13F filing for Q4 2019, filed 13 Feb 2020.