Summit Global Investments’s Metropolitan Bank Holding Corp MCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,238	Closed	-$328K	–	601
2024 Q3	$328K	Buy	+6,238	New	+$308K	0.02%	416
2023 Q2	–	Sell	-12,100	Closed	-$410K	–	591
2023 Q1	$410K	Hold	12,100	–	–	0.03%	379
2022 Q4	$710K	Sell	12,100 -183	-1%	-$11.6K	0.06%	254
2022 Q3	$791K	Sell	12,283 -48	-0.4%	-$3.4K	0.07%	225
2022 Q2	$856K	Buy	12,331 +3,031	+33%	+$251K	0.08%	239
2022 Q1	$946K	Buy	9,300 +4,100	+79%	+$424K	0.07%	248
2021 Q4	$554K	Buy	5,200 +1,200	+30%	+$114K	0.04%	333
2021 Q3	$337K	Sell	4,000 -1,700	-30%	-$124K	0.03%	377
2021 Q2	$343K	Buy	+5,700	New	+$347K	0.02%	432

Other funds holding MCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

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

Summit Global Investments's MCB Position: Q4 2024 in Review

Summit Global Investments sold out of Metropolitan Bank Holding Corp (MCB) in Q4 2024, closing a stake of 6,238 shares — an estimated $328K sold.

Summit Global Investments first reported a position in MCB in Q2 2021 and held it in 9 quarters. The position peaked at $946K in Q1 2022. 157 funds tracked by Wall St. Rank hold MCB as of Q4 2024.

Summit Global Investments reported no remaining Metropolitan Bank Holding Corp position as of Q4 2024 after selling out during the quarter.
Summit Global Investments sold 6,238 Metropolitan Bank Holding Corp shares in Q4 2024, an estimated $328K.
Summit Global Investments first reported a position in Metropolitan Bank Holding Corp in Q2 2021 and held it in 9 quarters.
Summit Global Investments's Metropolitan Bank Holding Corp position peaked at $946K in Q1 2022.
157 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.