SSG
NATI

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
Q3 		– Sell
-50,000
Closed -$2.87M – 1102
2023
Q2 		$2.87M Buy
50,000
+20,500
+69% +$1.17M 0.37% 44
2023
Q1 		$1.55M Buy
+29,500
New +$1.48M 0.13% 75

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
IA
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.