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Summit Global Investments’s WESCO International WCC Stock Holding History

Summit Global Investments’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,964
Closed -$710K – 617
2023
Q2 		$710K Sell
3,964
-57
-1% -$8.31K 0.05% 280
2023
Q1 		$621K Buy
4,021
+621
+18% +$93K 0.05% 318
2022
Q4 		$426K Buy
3,400
+1,100
+48% +$138K 0.04% 345
2022
Q3 		$275K Sell
2,300
-975
-30% -$122K 0.03% 409
2022
Q2 		$351K Sell
3,275
-5,796
-64% -$714K 0.03% 377
2022
Q1 		$1.18M Buy
+9,071
New +$1.14M 0.09% 210

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Global Investments's WCC Position: Q3 2023 in Review

Summit Global Investments sold out of WESCO International (WCC) in Q3 2023, closing a stake of 3,964 shares — an estimated $710K sold.

Summit Global Investments first reported a position in WCC in Q1 2022 and held it in 6 quarters. The position peaked at $1.18M in Q1 2022. 406 funds tracked by Wall St. Rank hold WCC as of Q3 2023.

  • Summit Global Investments reported no remaining WESCO International position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 3,964 WESCO International shares in Q3 2023, an estimated $710K.
  • Summit Global Investments first reported a position in WESCO International in Q1 2022 and held it in 6 quarters.
  • Summit Global Investments's WESCO International position peaked at $1.18M in Q1 2022.
  • 406 funds tracked by Wall St. Rank held WESCO International as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.