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Summit Place Financial Advisors’s Manitowoc MTW Stock Holding History

Summit Place Financial Advisors’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-18,250
Closed -$376K – 106
2021
Q1 		$376K Sell
18,250
-3,700
-17% -$61.2K 0.3% 82
2020
Q4 		$292K Sell
21,950
-20,250
-48% -$216K 0.25% 77
2020
Q3 		$355K Sell
42,200
-6,150
-13% -$61.2K 0.36% 72
2020
Q2 		$526K Buy
48,350
+19,300
+66% +$183K 0.83% 38
2020
Q1 		$247K Buy
29,050
+6,850
+31% +$89.4K 0.53% 39
2019
Q4 		$389K Buy
+22,200
New +$324K 0.62% 40

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Summit Place Financial Advisors's MTW Position: Q2 2021 in Review

Summit Place Financial Advisors sold out of Manitowoc (MTW) in Q2 2021, closing a stake of 18,250 shares — an estimated $376K sold.

Summit Place Financial Advisors first reported a position in MTW in Q4 2019 and held it in 6 quarters. The position peaked at $526K in Q2 2020. 142 funds tracked by Wall St. Rank hold MTW as of Q2 2021.

  • Summit Place Financial Advisors reported no remaining Manitowoc position as of Q2 2021 after selling out during the quarter.
  • Summit Place Financial Advisors sold 18,250 Manitowoc shares in Q2 2021, an estimated $376K.
  • Summit Place Financial Advisors first reported a position in Manitowoc in Q4 2019 and held it in 6 quarters.
  • Summit Place Financial Advisors's Manitowoc position peaked at $526K in Q2 2020.
  • 142 funds tracked by Wall St. Rank held Manitowoc as of Q2 2021.

Based on Summit Place Financial Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.