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Summit Securities Group’s ZipRecruiter ZIP Stock Holding History

Summit Securities Group’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,618
Closed -$27K – 1369
2022
Q4 		$27K Buy
+1,618
New +$26.8K ﹤0.01% 849

Other funds holding ZIP

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Summit Securities Group sold out of ZipRecruiter (ZIP) in Q1 2023, closing a stake of 1,618 shares — an estimated $27K sold.

Summit Securities Group first reported a position in ZIP in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 145 funds tracked by Wall St. Rank hold ZIP as of Q1 2023.

  • Summit Securities Group reported no remaining ZipRecruiter position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,618 ZipRecruiter shares in Q1 2023, an estimated $27K.
  • Summit Securities Group first reported a position in ZipRecruiter in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's ZipRecruiter position peaked at $27K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held ZipRecruiter as of Q1 2023.

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