Summit Securities Group’s Nine Energy Service NINE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,401	Closed	-$14K	–	825
2023 Q3	$14K	Buy	+3,401	New	+$15.3K	﹤0.01%	394

Other funds holding NINE

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GJL

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Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

Summit Securities Group sold out of Nine Energy Service (NINE) in Q4 2023, closing a stake of 3,401 shares — an estimated $14K sold.

Summit Securities Group first reported a position in NINE in Q3 2023 and held it in 1 quarter. The position peaked at $14K in Q3 2023. 60 funds tracked by Wall St. Rank hold NINE as of Q4 2023.

Summit Securities Group reported no remaining Nine Energy Service position as of Q4 2023 after selling out during the quarter.
Summit Securities Group sold 3,401 Nine Energy Service shares in Q4 2023, an estimated $14K.
Summit Securities Group first reported a position in Nine Energy Service in Q3 2023 and held it in 1 quarter.
Summit Securities Group's Nine Energy Service position peaked at $14K in Q3 2023.
60 funds tracked by Wall St. Rank held Nine Energy Service as of Q4 2023.

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