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Summit Global Investments’s Petrobras PBR Stock Holding History

Summit Global Investments’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-112,778
Closed -$1.63M – 611
2024
Q3 		$1.63M Buy
+112,778
New +$1.66M 0.1% 152

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Summit Global Investments sold out of Petrobras (PBR) in Q4 2024, closing a stake of 112,778 shares — an estimated $1.63M sold.

Summit Global Investments first reported a position in PBR in Q3 2024 and held it in 1 quarter. The position peaked at $1.63M in Q3 2024. 485 funds tracked by Wall St. Rank hold PBR as of Q4 2024.

  • Summit Global Investments reported no remaining Petrobras position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 112,778 Petrobras shares in Q4 2024, an estimated $1.63M.
  • Summit Global Investments first reported a position in Petrobras in Q3 2024 and held it in 1 quarter.
  • Summit Global Investments's Petrobras position peaked at $1.63M in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Petrobras as of Q4 2024.

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