Summit Securities Group’s Logitech LOGI Stock Holding History

Summit Securities Group’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,100	Closed	-$121K	–	1175
2025 Q3	$121K	Buy	1,100 +596	+118%	+$59.9K	0.04%	353
2025 Q2	$45.4K	Buy	504 +325	+182%	+$26.4K	0.02%	538
2025 Q1	$15.1K	Buy	+179	New	+$16.8K	0.01%	503
2024 Q3	–	Sell	-1	Closed	–	–	756
2024 Q2	$0	Buy	+1	New	+$90	﹤0.01%	711
2024 Q1	–	Hold	0	–	–	–	759
2023 Q3	–	Sell	-10,436	Closed	-$620K	–	846
2023 Q2	$620K	Buy	+10,436	New	+$632K	0.26%	121
2023 Q1	–	Sell	-500	Closed	-$31K	–	1103
2022 Q4	$31K	Sell	500 -53	-10%	-$2.9K	0.01%	819
2022 Q3	$25K	Buy	553 +53	+11%	+$2.79K	﹤0.01%	692
2022 Q2	$26K	Hold	500	–	–	0.01%	718
2022 Q1	$37K	Buy	+500	New	+$38.8K	0.01%	645
2021 Q3	–	Sell	-8,000	Closed	-$967K	–	852
2021 Q2	$967K	Buy	+8,000	New	+$936K	0.21%	256
2021 Q1	–	Hold	0	–	–	–	727
2020 Q4	–	Hold	0	–	–	–	627
2015 Q1	–	Sell	-800	Closed	-$11K	–	540
2014 Q4	$11K	Buy	+800	New	+$10.9K	﹤0.01%	444

Other funds holding LOGI

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vontobel Holding

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Zurich Cantonal Bank

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return