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Summit Global Investments’s World Kinect Corp WKC Stock Holding History

Summit Global Investments’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,400
Closed -$623K – 631
2023
Q1 		$623K Buy
24,400
+4,300
+21% +$117K 0.05% 317
2022
Q4 		$549K Buy
20,100
+8,200
+69% +$220K 0.05% 297
2022
Q3 		$279K Sell
11,900
-12,800
-52% -$317K 0.03% 406
2022
Q2 		$505K Buy
+24,700
New +$606K 0.04% 311

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return