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Summit Global Investments’s Ooma OOMA Stock Holding History

Summit Global Investments’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-32,000
Closed -$480K – 508
2022
Q1 		$480K Buy
32,000
+1,700
+6% +$28.7K 0.04% 337
2021
Q4 		$619K Buy
+30,300
New +$617K 0.04% 315
2021
Q3 		– Sell
-29,600
Closed -$558K – 538
2021
Q2 		$558K Buy
+29,600
New +$537K 0.03% 335
2021
Q1 		– Sell
-32,600
Closed -$469K – 567
2020
Q4 		$469K Buy
32,600
+1,500
+5% +$22.2K 0.05% 207
2020
Q3 		$406K Sell
31,100
-700
-2% -$10.7K 0.04% 201
2020
Q2 		$524K Buy
+31,800
New +$398K 0.06% 185

Other funds holding OOMA

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Summit Global Investments's OOMA Position: Q2 2022 in Review

Summit Global Investments sold out of Ooma (OOMA) in Q2 2022, closing a stake of 32,000 shares — an estimated $480K sold.

Summit Global Investments first reported a position in OOMA in Q2 2020 and held it in 6 quarters. The position peaked at $619K in Q4 2021. 100 funds tracked by Wall St. Rank hold OOMA as of Q2 2022.

  • Summit Global Investments reported no remaining Ooma position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 32,000 Ooma shares in Q2 2022, an estimated $480K.
  • Summit Global Investments first reported a position in Ooma in Q2 2020 and held it in 6 quarters.
  • Summit Global Investments's Ooma position peaked at $619K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Ooma as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.