SGI
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Summit Global Investments’s Telephone and Data Systems TDS Stock Holding History

Summit Global Investments’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24,277
Closed -$864K – 550
2025
Q2 		$864K Buy
24,277
+3,267
+16% +$115K 0.05% 220
2025
Q1 		$814K Buy
21,010
+7,431
+55% +$268K 0.06% 200
2024
Q4 		$463K Buy
+13,579
New +$413K 0.03% 374

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's TDS Position: Q3 2025 in Review

Summit Global Investments sold out of Telephone and Data Systems (TDS) in Q3 2025, closing a stake of 24,277 shares — an estimated $864K sold.

Summit Global Investments first reported a position in TDS in Q4 2024 and held it in 3 quarters. The position peaked at $864K in Q2 2025. 321 funds tracked by Wall St. Rank hold TDS as of Q3 2025.

  • Summit Global Investments reported no remaining Telephone and Data Systems position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 24,277 Telephone and Data Systems shares in Q3 2025, an estimated $864K.
  • Summit Global Investments first reported a position in Telephone and Data Systems in Q4 2024 and held it in 3 quarters.
  • Summit Global Investments's Telephone and Data Systems position peaked at $864K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.