Summit Securities Group’s Atlassian TEAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-256	Closed	-$41.5K	–	1387
2025 Q4	$41.5K	Buy	+256	New	+$40.2K	0.01%	654
2025 Q1	–	Sell	-156	Closed	-$38K	–	1134
2024 Q4	$38K	Buy	+156	New	+$35.7K	0.01%	311
2024 Q3	–	Sell	-21	Closed	-$4K	–	893
2024 Q2	$4K	Buy	+21	New	+$3.75K	﹤0.01%	517
2024 Q1	–	Sell	-12	Closed	-$3K	–	936
2023 Q4	$3K	Sell	12 -5	-29%	-$982	﹤0.01%	609
2023 Q3	$3K	Buy	+17	New	+$3.23K	﹤0.01%	501
2022 Q4	–	Sell	-359	Closed	-$76K	–	1402
2022 Q3	$76K	Buy	+359	New	+$83.8K	0.01%	563
2022 Q2	–	Sell	-614	Closed	-$180K	–	1256
2022 Q1	$180K	Buy	+614	New	+$183K	0.05%	402
2021 Q3	–	Hold	0	–	–	–	969
2021 Q2	–	Sell	-1,180	Closed	-$276K	–	954
2021 Q1	$249K	Buy	+1,180	New	+$275K	0.07%	484
2020 Q2	–	Hold	0	–	–	–	553
2020 Q1	–	Hold	0	–	–	–	521

Other funds holding TEAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return