SGI
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Summit Global Investments’s Quanex NX Stock Holding History

Summit Global Investments’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,567
Closed -$735K – 557
2024
Q2 		$735K Buy
26,567
+3,953
+17% +$131K 0.05% 289
2024
Q1 		$869K Buy
22,614
+7,502
+50% +$250K 0.06% 238
2023
Q4 		$462K Buy
15,112
+7,767
+106% +$229K 0.03% 344
2023
Q3 		$207K Buy
+7,345
New +$201K 0.01% 480
2020
Q1 		– Sell
-44,600
Closed -$762K – 273
2019
Q4 		$762K Buy
+44,600
New +$839K 0.08% 232

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Dimensional Fund Advisors
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State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return