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Summit Global Investments’s WillScot Mobile Mini Holdings WSC Stock Holding History

Summit Global Investments’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,400
Closed -$394K – 633
2023
Q1 		$394K Sell
8,400
-6,300
-43% -$303K 0.03% 386
2022
Q4 		$664K Buy
14,700
+2,700
+23% +$121K 0.06% 268
2022
Q3 		$484K Buy
12,000
+4,900
+69% +$191K 0.04% 317
2022
Q2 		$230K Sell
7,100
-10,600
-60% -$375K 0.02% 435
2022
Q1 		$693K Buy
+17,700
New +$665K 0.05% 278

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Summit Global Investments's WSC Position: Q2 2023 in Review

Summit Global Investments sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2023, closing a stake of 8,400 shares — an estimated $394K sold.

Summit Global Investments first reported a position in WSC in Q1 2022 and held it in 5 quarters. The position peaked at $693K in Q1 2022. 421 funds tracked by Wall St. Rank hold WSC as of Q2 2023.

  • Summit Global Investments reported no remaining WillScot Mobile Mini Holdings position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 8,400 WillScot Mobile Mini Holdings shares in Q2 2023, an estimated $394K.
  • Summit Global Investments first reported a position in WillScot Mobile Mini Holdings in Q1 2022 and held it in 5 quarters.
  • Summit Global Investments's WillScot Mobile Mini Holdings position peaked at $693K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2023.

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