SSG
CBL

Summit Securities Group’s CBL Properties CBL Stock Holding History

Summit Securities Group’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-333
Closed -$8K – 669
2024
Q3 		$8K Buy
+333
New +$8.46K ﹤0.01% 393

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Summit Securities Group's CBL Position: Q4 2024 in Review

Summit Securities Group sold out of CBL Properties (CBL) in Q4 2024, closing a stake of 333 shares — an estimated $8K sold.

Summit Securities Group first reported a position in CBL in Q3 2024 and held it in 1 quarter. The position peaked at $8K in Q3 2024. 155 funds tracked by Wall St. Rank hold CBL as of Q4 2024.

  • Summit Securities Group reported no remaining CBL Properties position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 333 CBL Properties shares in Q4 2024, an estimated $8K.
  • Summit Securities Group first reported a position in CBL Properties in Q3 2024 and held it in 1 quarter.
  • Summit Securities Group's CBL Properties position peaked at $8K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held CBL Properties as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.