Summit Securities Group’s National Instruments Corp NATI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,796	Closed	-$1.3M	–	985
2023 Q3	$1.3M	Buy	+21,796	New	+$1.28M	0.13%	81
2017 Q1	–	Sell	-10,541	Closed	-$325K	–	416
2016 Q4	$325K	Buy	+10,541	New	+$307K	0.07%	186
2016 Q3	–	Sell	-14,057	Closed	-$385K	–	288
2016 Q2	$385K	Buy	+14,057	New	+$392K	0.21%	119

Other funds holding NATI

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Summit Securities Group's NATI Position: Q4 2023 in Review

Summit Securities Group sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 21,796 shares — an estimated $1.3M sold.

Summit Securities Group first reported a position in NATI in Q2 2016 and held it in 3 quarters. The position peaked at $1.3M in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Summit Securities Group reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Summit Securities Group sold 21,796 National Instruments Corp shares in Q4 2023, an estimated $1.3M.
Summit Securities Group first reported a position in National Instruments Corp in Q2 2016 and held it in 3 quarters.
Summit Securities Group's National Instruments Corp position peaked at $1.3M in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.