SGI
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Summit Global Investments’s Unity U Stock Holding History

Summit Global Investments’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,600
Closed -$615K – 596
2023
Q3 		$615K Buy
+19,600
New +$615K 0.04% 307