Summit Global Investments’s Nikola Corporation Common Stock NKLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,030	Closed	-$32K	–	593
2024 Q1	$32K	Buy	+1,030	New	+$22.1K	﹤0.01%	492
2022 Q2	–	Sell	-538	Closed	-$173K	–	546
2022 Q1	$173K	Sell	538 -26	-5%	-$6.63K	0.01%	458
2021 Q4	$167K	Hold	564	–	–	0.01%	518
2021 Q3	$180K	Sell	564 -511	-48%	-$179K	0.01%	443
2021 Q2	$582K	Buy	1,075 +7	+0.7%	+$2.92K	0.03%	324
2021 Q1	$445K	Sell	1,068 -1	-0.1%	-$569	0.03%	371
2020 Q4	$489K	Sell	1,069 -132	-11%	-$82.2K	0.05%	200
2020 Q3	$738K	Buy	1,201 +441	+58%	+$513K	0.08%	161
2020 Q2	$1.54M	Buy	+760	New	+$732K	0.18%	79

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Summit Global Investments's NKLA Position: Q2 2024 in Review

Summit Global Investments sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 1,030 shares — an estimated $32K sold.

Summit Global Investments first reported a position in NKLA in Q2 2020 and held it in 9 quarters. The position peaked at $1.54M in Q2 2020. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Summit Global Investments reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Summit Global Investments sold 1,030 Nikola Corporation Common Stock shares in Q2 2024, an estimated $32K.
Summit Global Investments first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 9 quarters.
Summit Global Investments's Nikola Corporation Common Stock position peaked at $1.54M in Q2 2020.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.