Values First Advisors’s Summer Infant, Inc. SUMR Stock Holding History

Values First Advisors’s Portfolio SUMR Stock Details SUMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,735	Closed	-$13K	–	148
2019 Q4	$13K	Buy	+5,735	New	+$15.8K	0.01%	136

Other funds holding SUMR

Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return

Plaisance Capital Denver, Colorado $172M AUM 27.11% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Values First Advisors's SUMR Position: Q1 2020 in Review

Values First Advisors sold out of Summer Infant, Inc. (SUMR) in Q1 2020, closing a stake of 5,735 shares — an estimated $13K sold.

Values First Advisors first reported a position in SUMR in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 11 funds tracked by Wall St. Rank hold SUMR as of Q1 2020.

Values First Advisors reported no remaining Summer Infant, Inc. position as of Q1 2020 after selling out during the quarter.
Values First Advisors sold 5,735 Summer Infant, Inc. shares in Q1 2020, an estimated $13K.
Values First Advisors first reported a position in Summer Infant, Inc. in Q4 2019 and held it in 1 quarter.
Values First Advisors's Summer Infant, Inc. position peaked at $13K in Q4 2019.
11 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q1 2020.

Based on Values First Advisors's 13F filing for Q1 2020, filed 9 Jan 2023.