SSG
CDP icon

Summit Securities Group’s COPT Defense Properties CDP Stock Holding History

Summit Securities Group’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-178
Closed -$5K – 676
2024
Q3 		$5K Buy
178
+158
+790% +$4.5K ﹤0.01% 422
2024
Q2 		$1K Buy
+20
New +$481 ﹤0.01% 540

Other funds holding CDP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Securities Group sold out of COPT Defense Properties (CDP) in Q4 2024, closing a stake of 178 shares — an estimated $5K sold.

Summit Securities Group first reported a position in CDP in Q2 2024 and held it in 2 quarters. The position peaked at $5K in Q3 2024. 302 funds tracked by Wall St. Rank hold CDP as of Q4 2024.

  • Summit Securities Group reported no remaining COPT Defense Properties position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 178 COPT Defense Properties shares in Q4 2024, an estimated $5K.
  • Summit Securities Group first reported a position in COPT Defense Properties in Q2 2024 and held it in 2 quarters.
  • Summit Securities Group's COPT Defense Properties position peaked at $5K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2024.

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