SSG
SJR

Summit Securities Group’s Shaw Communications Inc. SJR Stock Holding History

Summit Securities Group’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,000
Closed -$269K – 1152
2023
Q1 		$269K Buy
9,000
+7,652
+568% +$222K 0.02% 188
2022
Q4 		$39K Buy
+1,348
New +$35.4K ﹤0.01% 772

Other funds holding SJR

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Summit Securities Group's SJR Position: Q2 2023 in Review

Summit Securities Group sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 9,000 shares — an estimated $269K sold.

Summit Securities Group first reported a position in SJR in Q4 2022 and held it in 2 quarters. The position peaked at $269K in Q1 2023. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

  • Summit Securities Group reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 9,000 Shaw Communications Inc. shares in Q2 2023, an estimated $269K.
  • Summit Securities Group first reported a position in Shaw Communications Inc. in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Shaw Communications Inc. position peaked at $269K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.