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Summit Securities Group’s Urban Outfitters URBN Stock Holding History

Summit Securities Group’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-184
Closed -$7K – 911
2024
Q3 		$7K Buy
+184
New +$7.48K ﹤0.01% 413
2024
Q1 		– Sell
-1
Closed – – 911
2023
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 928
2016
Q3 		– Sell
-8,166
Closed -$225K – 266
2016
Q2 		$225K Buy
+8,166
New +$235K 0.12% 173

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's URBN Position: Q4 2024 in Review

Summit Securities Group sold out of Urban Outfitters (URBN) in Q4 2024, closing a stake of 184 shares — an estimated $7K sold.

Summit Securities Group first reported a position in URBN in Q2 2016 and held it in 3 quarters. The position peaked at $225K in Q2 2016. 317 funds tracked by Wall St. Rank hold URBN as of Q4 2024.

  • Summit Securities Group reported no remaining Urban Outfitters position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 184 Urban Outfitters shares in Q4 2024, an estimated $7K.
  • Summit Securities Group first reported a position in Urban Outfitters in Q2 2016 and held it in 3 quarters.
  • Summit Securities Group's Urban Outfitters position peaked at $225K in Q2 2016.
  • 317 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.