Summit Securities Group’s Alcoa AA Stock Holding History

Summit Securities Group’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,000	Closed	-$945K	–	758
2024 Q4	$945K	Buy	+25,000	New	+$1.04M	0.19%	77

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Summit Securities Group's AA Position: Q1 2025 in Review

Summit Securities Group sold out of Alcoa (AA) in Q1 2025, closing a stake of 3,000 shares — an estimated $113K sold.

Summit Securities Group first reported a position in AA in Q4 2014 and held it in 6 quarters. The position peaked at $709K in Q4 2021. 514 funds tracked by Wall St. Rank hold AA as of Q1 2025.

Summit Securities Group reported no remaining Alcoa position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 3,000 Alcoa shares in Q1 2025, an estimated $113K.
Summit Securities Group first reported a position in Alcoa in Q4 2014 and held it in 6 quarters.
Summit Securities Group's Alcoa position peaked at $709K in Q4 2021.
514 funds tracked by Wall St. Rank held Alcoa as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.