SSG
AGTI

Summit Securities Group’s Agiliti Inc AGTI Stock Holding History

Summit Securities Group’s Portfolio AGTI Stock Details AGTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,436
Closed -$40K – 1395
2022
Q4 		$40K Buy
+2,436
New +$40.2K ﹤0.01% 765

Other funds holding AGTI

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Summit Securities Group sold out of Agiliti Inc (AGTI) in Q1 2023, closing a stake of 2,436 shares — an estimated $40K sold.

Summit Securities Group first reported a position in AGTI in Q4 2022 and held it in 1 quarter. The position peaked at $40K in Q4 2022. 101 funds tracked by Wall St. Rank hold AGTI as of Q1 2023.

  • Summit Securities Group reported no remaining Agiliti Inc position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 2,436 Agiliti Inc shares in Q1 2023, an estimated $40K.
  • Summit Securities Group first reported a position in Agiliti Inc in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Agiliti Inc position peaked at $40K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Agiliti Inc as of Q1 2023.

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