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Summit Global Investments’s StepStone Group STEP Stock Holding History

Summit Global Investments’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,444
Closed -$547K – 571
2024
Q4 		$547K Buy
+9,444
New +$585K 0.03% 345
2021
Q3 		– Sell
-15,669
Closed -$539K – 561
2021
Q2 		$539K Hold
15,669
– – 0.03% 346
2021
Q1 		$553K Buy
+15,669
New +$552K 0.04% 324

Other funds holding STEP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Summit Global Investments's STEP Position: Q1 2025 in Review

Summit Global Investments sold out of StepStone Group (STEP) in Q1 2025, closing a stake of 9,444 shares — an estimated $547K sold.

Summit Global Investments first reported a position in STEP in Q1 2021 and held it in 3 quarters. The position peaked at $553K in Q1 2021. 237 funds tracked by Wall St. Rank hold STEP as of Q1 2025.

  • Summit Global Investments reported no remaining StepStone Group position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 9,444 StepStone Group shares in Q1 2025, an estimated $547K.
  • Summit Global Investments first reported a position in StepStone Group in Q1 2021 and held it in 3 quarters.
  • Summit Global Investments's StepStone Group position peaked at $553K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held StepStone Group as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.