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Summit Securities Group’s Illumina ILMN Stock Holding History

Summit Securities Group’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-36
Closed -$1.29M – 766
2021
Q1 		$1.29M Buy
+36
New +$14.7K 0.14% 166
2020
Q4 		– Sell
-10
Closed -$309K – 580
2020
Q3 		$309K Buy
+10
New +$3.45K 0.03% 280
2020
Q1 		– Sell
-10
Closed -$332K – 376
2019
Q4 		$332K Buy
+10
New +$3.03K 0.03% 327

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 ILMN Position: Q1 2025 in Review

Summit Securities Group sold out of Illumina (ILMN) in Q1 2025, closing a stake of 91 shares — an estimated $12.2K sold.

Summit Securities Group first reported a position in ILMN in Q1 2022 and held it in 8 quarters. The position peaked at $249K in Q1 2022. 721 funds tracked by Wall St. Rank hold ILMN as of Q1 2025.

  • Summit Securities Group reported no remaining Illumina position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 91 Illumina shares in Q1 2025, an estimated $12.2K.
  • Summit Securities Group first reported a position in Illumina in Q1 2022 and held it in 8 quarters.
  • Summit Securities Group's Illumina position peaked at $249K in Q1 2022.
  • 721 funds tracked by Wall St. Rank held Illumina as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.