Summit Securities Group’s ADT ADT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,058	Closed	-$200K	–	775
2022 Q4	$200K	Buy	+22,058	New	+$196K	0.01%	476

Other funds holding ADT

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MIG

MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

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

Summit Securities Group's ADT Position: Q1 2023 in Review

Summit Securities Group sold out of ADT (ADT) in Q1 2023, closing a stake of 22,058 shares — an estimated $200K sold.

Summit Securities Group first reported a position in ADT in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 221 funds tracked by Wall St. Rank hold ADT as of Q1 2023.

Summit Securities Group reported no remaining ADT position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 22,058 ADT shares in Q1 2023, an estimated $200K.
Summit Securities Group first reported a position in ADT in Q4 2022 and held it in 1 quarter.
Summit Securities Group's ADT position peaked at $200K in Q4 2022.
221 funds tracked by Wall St. Rank held ADT as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.