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Summit Securities Group’s Cemex CX Stock Holding History

Summit Securities Group’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,000
Closed -$98K – 708
2023
Q3 		$98K Buy
+15,000
New +$111K 0.01% 223
2021
Q3 		– Sell
-114
Closed -$96K – 725
2021
Q2 		$96K Buy
+114
New +$906 0.01% 679

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

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

Summit Securities Group sold out of Cemex (CX) in Q4 2024, closing a stake of 447 shares — an estimated $3K sold.

Summit Securities Group first reported a position in CX in Q1 2014 and held it in 3 quarters. The position peaked at $51K in Q4 2022. 266 funds tracked by Wall St. Rank hold CX as of Q4 2024.

  • Summit Securities Group reported no remaining Cemex position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 447 Cemex shares in Q4 2024, an estimated $3K.
  • Summit Securities Group first reported a position in Cemex in Q1 2014 and held it in 3 quarters.
  • Summit Securities Group's Cemex position peaked at $51K in Q4 2022.
  • 266 funds tracked by Wall St. Rank held Cemex as of Q4 2024.

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