Summit Global Investments’s Restaurant Brands International QSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,043	Closed	-$602K	–	578
2023 Q3	$602K	Buy	9,043 +1,264	+16%	+$90.8K	0.04%	309
2023 Q2	$603K	Buy	+7,779	New	+$562K	0.04%	308

Other funds holding QSR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Summit Global Investments's QSR Position: Q4 2023 in Review

Summit Global Investments sold out of Restaurant Brands International (QSR) in Q4 2023, closing a stake of 9,043 shares — an estimated $602K sold.

Summit Global Investments first reported a position in QSR in Q2 2023 and held it in 2 quarters. The position peaked at $603K in Q2 2023. 463 funds tracked by Wall St. Rank hold QSR as of Q4 2023.

Summit Global Investments reported no remaining Restaurant Brands International position as of Q4 2023 after selling out during the quarter.
Summit Global Investments sold 9,043 Restaurant Brands International shares in Q4 2023, an estimated $602K.
Summit Global Investments first reported a position in Restaurant Brands International in Q2 2023 and held it in 2 quarters.
Summit Global Investments's Restaurant Brands International position peaked at $603K in Q2 2023.
463 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.