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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

Other funds holding WKC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 WKC Position: Q2 2023 in Review

Summit Global Investments sold out of World Kinect Corp (WKC) in Q2 2023, closing a stake of 24,400 shares — an estimated $623K sold.

Summit Global Investments first reported a position in WKC in Q2 2022 and held it in 4 quarters. The position peaked at $623K in Q1 2023. 223 funds tracked by Wall St. Rank hold WKC as of Q2 2023.

  • Summit Global Investments reported no remaining World Kinect Corp position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 24,400 World Kinect Corp shares in Q2 2023, an estimated $623K.
  • Summit Global Investments first reported a position in World Kinect Corp in Q2 2022 and held it in 4 quarters.
  • Summit Global Investments's World Kinect Corp position peaked at $623K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.