SGI
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Summit Global Investments’s Regional Management Corp RM Stock Holding History

Summit Global Investments’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,392
Closed -$209K – 619
2024
Q3 		$209K Buy
+6,392
New +$198K 0.01% 485
2024
Q2 		– Sell
-10,277
Closed -$249K – 566
2024
Q1 		$249K Sell
10,277
-17,678
-63% -$426K 0.02% 438
2023
Q4 		$701K Buy
27,955
+6,298
+29% +$153K 0.05% 283
2023
Q3 		$599K Buy
+21,657
New +$644K 0.04% 311
2022
Q2 		– Sell
-6,800
Closed -$330K – 518
2022
Q1 		$330K Buy
+6,800
New +$344K 0.02% 395

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Summit Global Investments sold out of Regional Management Corp (RM) in Q4 2024, closing a stake of 6,392 shares — an estimated $209K sold.

Summit Global Investments first reported a position in RM in Q1 2022 and held it in 5 quarters. The position peaked at $701K in Q4 2023. 95 funds tracked by Wall St. Rank hold RM as of Q4 2024.

  • Summit Global Investments reported no remaining Regional Management Corp position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 6,392 Regional Management Corp shares in Q4 2024, an estimated $209K.
  • Summit Global Investments first reported a position in Regional Management Corp in Q1 2022 and held it in 5 quarters.
  • Summit Global Investments's Regional Management Corp position peaked at $701K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2024.

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