SGI
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Summit Global Investments’s MSCI MSCI Stock Holding History

Summit Global Investments’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-439
Closed -$246K – 546
2024
Q1 		$246K Sell
439
-2,678
-86% -$1.51M 0.02% 445
2023
Q4 		$1.76M Buy
3,117
+161
+5% +$83.1K 0.12% 134
2023
Q3 		$1.52M Buy
2,956
+2,374
+408% +$1.25M 0.1% 155
2023
Q2 		$273K Buy
+582
New +$284K 0.02% 445
2020
Q2 		– Sell
-4,860
Closed -$1.4M – 253
2020
Q1 		$1.4M Buy
+4,860
New +$1.38M 0.2% 66
2019
Q4 		– Sell
-5,972
Closed -$1.3M – 288
2019
Q3 		$1.3M Buy
+5,972
New +$1.38M 0.15% 109

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return