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Summit Securities Group’s Custom Truck One Source CTOS Stock Holding History

Summit Securities Group’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-399
Closed -$2K – 1193
2022
Q3 		$2K Buy
+399
New +$2.49K ﹤0.01% 861

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Summit Securities Group's CTOS Position: Q4 2022 in Review

Summit Securities Group sold out of Custom Truck One Source (CTOS) in Q4 2022, closing a stake of 399 shares — an estimated $2K sold.

Summit Securities Group first reported a position in CTOS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 86 funds tracked by Wall St. Rank hold CTOS as of Q4 2022.

  • Summit Securities Group reported no remaining Custom Truck One Source position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 399 Custom Truck One Source shares in Q4 2022, an estimated $2K.
  • Summit Securities Group first reported a position in Custom Truck One Source in Q3 2022 and held it in 1 quarter.
  • Summit Securities Group's Custom Truck One Source position peaked at $2K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.