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
2020 Q1	–	Sell	-10	Closed	-$332K	–	377
2019 Q4	$332K	Buy	+10	New	+$3.03K	0.03%	328

Other funds holding ILMN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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.