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Summit Global Investments’s Plexus PLXS Stock Holding History

Summit Global Investments’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,031
Closed -$631K – 550
2024
Q4 		$631K Buy
+4,031
New +$616K 0.04% 310
2018
Q2 		– Sell
-8,700
Closed -$520K – 311
2018
Q1 		$520K Sell
8,700
-100
-1% -$6.14K 0.08% 227
2017
Q4 		$534K Sell
8,800
-500
-5% -$30.3K 0.08% 209
2017
Q3 		$522K Sell
9,300
-100
-1% -$5.26K 0.08% 174
2017
Q2 		$494K Buy
+9,400
New +$498K 0.15% 183

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's PLXS Position: Q1 2025 in Review

Summit Global Investments sold out of Plexus (PLXS) in Q1 2025, closing a stake of 4,031 shares — an estimated $631K sold.

Summit Global Investments first reported a position in PLXS in Q2 2017 and held it in 5 quarters. The position peaked at $631K in Q4 2024. 327 funds tracked by Wall St. Rank hold PLXS as of Q1 2025.

  • Summit Global Investments reported no remaining Plexus position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 4,031 Plexus shares in Q1 2025, an estimated $631K.
  • Summit Global Investments first reported a position in Plexus in Q2 2017 and held it in 5 quarters.
  • Summit Global Investments's Plexus position peaked at $631K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Plexus as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.