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Summit Global Investments’s Rush Enterprises Class A RUSHA Stock Holding History

Summit Global Investments’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,255
Closed -$709K – 568
2024
Q1 		$709K Sell
13,255
-18,180
-58% -$859K 0.05% 266
2023
Q4 		$1.58M Buy
+31,435
New +$1.27M 0.1% 147
2021
Q4 		– Sell
-20,700
Closed -$623K – 599
2021
Q3 		$623K Buy
20,700
+6,150
+42% +$182K 0.05% 269
2021
Q2 		$419K Buy
+14,550
New +$465K 0.03% 386
2019
Q4 		– Sell
-43,650
Closed -$748K – 298
2019
Q3 		$748K Sell
43,650
-1,800
-4% -$29.9K 0.09% 218
2019
Q2 		$738K Buy
+45,450
New +$794K 0.09% 170

Other funds holding RUSHA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Summit Global Investments's RUSHA Position: Q2 2024 in Review

Summit Global Investments sold out of Rush Enterprises Class A (RUSHA) in Q2 2024, closing a stake of 13,255 shares — an estimated $709K sold.

Summit Global Investments first reported a position in RUSHA in Q2 2019 and held it in 6 quarters. The position peaked at $1.58M in Q4 2023. 252 funds tracked by Wall St. Rank hold RUSHA as of Q2 2024.

  • Summit Global Investments reported no remaining Rush Enterprises Class A position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 13,255 Rush Enterprises Class A shares in Q2 2024, an estimated $709K.
  • Summit Global Investments first reported a position in Rush Enterprises Class A in Q2 2019 and held it in 6 quarters.
  • Summit Global Investments's Rush Enterprises Class A position peaked at $1.58M in Q4 2023.
  • 252 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.