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Summit Securities Group’s Douglas Emmett DEI Stock Holding History

Summit Securities Group’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,500
Closed -$44K – 696
2024
Q3 		$44K Buy
+2,500
New +$38.7K 0.01% 244
2023
Q3 		– Sell
-1
Closed – – 668
2023
Q2 		$0 Buy
+1
New +$12 ﹤0.01% 928

Other funds holding DEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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 DEI Position: Q4 2024 in Review

Summit Securities Group sold out of Douglas Emmett (DEI) in Q4 2024, closing a stake of 2,500 shares — an estimated $44K sold.

Summit Securities Group first reported a position in DEI in Q2 2023 and held it in 2 quarters. The position peaked at $44K in Q3 2024. 276 funds tracked by Wall St. Rank hold DEI as of Q4 2024.

  • Summit Securities Group reported no remaining Douglas Emmett position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 2,500 Douglas Emmett shares in Q4 2024, an estimated $44K.
  • Summit Securities Group first reported a position in Douglas Emmett in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's Douglas Emmett position peaked at $44K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2024.

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