SGI
VCTR icon

Summit Global Investments’s Victory Capital Holdings VCTR Stock Holding History

Summit Global Investments’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,009
Closed -$334K – 601
2023
Q3 		$334K Buy
10,009
+2,992
+43% +$99.9K 0.02% 410
2023
Q2 		$221K Buy
+7,017
New +$217K 0.01% 495

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCP
Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Global Investments's VCTR Position: Q4 2023 in Review

Summit Global Investments sold out of Victory Capital Holdings (VCTR) in Q4 2023, closing a stake of 10,009 shares — an estimated $334K sold.

Summit Global Investments first reported a position in VCTR in Q2 2023 and held it in 2 quarters. The position peaked at $334K in Q3 2023. 214 funds tracked by Wall St. Rank hold VCTR as of Q4 2023.

  • Summit Global Investments reported no remaining Victory Capital Holdings position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 10,009 Victory Capital Holdings shares in Q4 2023, an estimated $334K.
  • Summit Global Investments first reported a position in Victory Capital Holdings in Q2 2023 and held it in 2 quarters.
  • Summit Global Investments's Victory Capital Holdings position peaked at $334K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.