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Summit Global Investments’s BRC Group Holdings RILY Stock Holding History

Summit Global Investments’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,895
Closed -$1.18M – 515
2022
Q1 		$1.18M Buy
+16,895
New +$1.14M 0.09% 208
2021
Q4 		– Sell
-9,500
Closed -$561K – 598
2021
Q3 		$561K Buy
+9,500
New +$623K 0.04% 291

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 RILY Position: Q2 2022 in Review

Summit Global Investments sold out of BRC Group Holdings (RILY) in Q2 2022, closing a stake of 16,895 shares — an estimated $1.18M sold.

Summit Global Investments first reported a position in RILY in Q3 2021 and held it in 2 quarters. The position peaked at $1.18M in Q1 2022. 168 funds tracked by Wall St. Rank hold RILY as of Q2 2022.

  • Summit Global Investments reported no remaining BRC Group Holdings position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 16,895 BRC Group Holdings shares in Q2 2022, an estimated $1.18M.
  • Summit Global Investments first reported a position in BRC Group Holdings in Q3 2021 and held it in 2 quarters.
  • Summit Global Investments's BRC Group Holdings position peaked at $1.18M in Q1 2022.
  • 168 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2022.

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