Summit Securities Group’s SFL Corp SFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,594	Closed	-$79K	–	1234
2022 Q4	$79K	Buy	+8,594	New	+$83.5K	﹤0.01%	642
2021 Q4	–	Sell	-14,800	Closed	-$124K	–	920
2021 Q3	$124K	Buy	+14,800	New	+$112K	0.01%	659
2015 Q4	–	Sell	-6,200	Closed	-$104K	–	414
2015 Q3	$101K	Sell	6,200 -1,000	-14%	-$16.3K	0.07%	117
2015 Q2	$118K	Buy	+7,200	New	+$115K	0.06%	116
2014 Q3	–	Sell	-800	Closed	-$15K	–	787
2014 Q2	$15K	Sell	800 -6,900	-90%	-$124K	0.01%	377
2014 Q1	$138K	Buy	+7,700	New	+$133K	0.08%	120

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Summit Securities Group's SFL Position: Q1 2023 in Review

Summit Securities Group sold out of SFL Corp (SFL) in Q1 2023, closing a stake of 8,594 shares — an estimated $79K sold.

Summit Securities Group first reported a position in SFL in Q1 2014 and held it in 6 quarters. The position peaked at $138K in Q1 2014. 155 funds tracked by Wall St. Rank hold SFL as of Q1 2023.

Summit Securities Group reported no remaining SFL Corp position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 8,594 SFL Corp shares in Q1 2023, an estimated $79K.
Summit Securities Group first reported a position in SFL Corp in Q1 2014 and held it in 6 quarters.
Summit Securities Group's SFL Corp position peaked at $138K in Q1 2014.
155 funds tracked by Wall St. Rank held SFL Corp as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.