Summit Global Investments’s Regions Financial RF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-91,648	Closed	-$1.57M	–	285
2019 Q4	$1.57M	Buy	91,648 +1,713	+2%	+$28.2K	0.17%	93
2019 Q3	$1.42M	Buy	89,935 +13,000	+17%	+$197K	0.17%	96
2019 Q2	$1.15M	Buy	76,935 +2,770	+4%	+$40.9K	0.14%	116
2019 Q1	$1.05M	Buy	74,165 +1,045	+1%	+$16K	0.13%	112
2018 Q4	$978K	Buy	73,120 +19,315	+36%	+$310K	0.15%	102
2018 Q3	$987K	Sell	53,805 -25	-0%	-$471	0.13%	112
2018 Q2	$957K	Buy	53,830 +26,745	+99%	+$501K	0.14%	105
2018 Q1	$503K	Buy	+27,085	New	+$513K	0.08%	238

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's RF Position: Q1 2020 in Review

Summit Global Investments sold out of Regions Financial (RF) in Q1 2020, closing a stake of 91,648 shares — an estimated $1.57M sold.

Summit Global Investments first reported a position in RF in Q1 2018 and held it in 8 quarters. The position peaked at $1.57M in Q4 2019. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

Summit Global Investments reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
Summit Global Investments sold 91,648 Regions Financial shares in Q1 2020, an estimated $1.57M.
Summit Global Investments first reported a position in Regions Financial in Q1 2018 and held it in 8 quarters.
Summit Global Investments's Regions Financial position peaked at $1.57M in Q4 2019.
688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.