Summit Global Investments' Diverse Portfolio: Q3 2022 vs. Q4 2022 13F Holdings Comparison

Summit Global Investments Q3 2022 vs. Q4 2022 13F Holdings Comparison

Summit Global Investments recently released their Q3 2022 and Q4 2022 13F Holdings comparison. The report highlights the changes in holdings of the fund across different options. The data reveals the shares held by Summit Global Investments in several companies, the Value of those shares, and the percentage change in those shares between Q3 and Q4 2022. The data gives us an insight into the investment strategy of the fund and how it changes over time.

The data shows that Summit Global Investments increased their holdings in 18 out of the 50 companies listed in the report, which includes stocks from various industries such as pharmaceuticals, technology, energy, and retail. The top three companies in terms of share increase were ISHARES TR with an increase of 210,587 shares, PGIM ETF TR with an increase of 99,723 shares, and VANGUARD INDEX FDS with an increase of 4,975 shares.

The largest increase in percentage terms was also found in ISHARES TR, with an increase of 108.6% in shares held by the fund. This was followed by INVESCO QQQ TR, with an increase of 67.5% and ARCH CAP GROUP LTD, with an increase of 43%.

The biggest decrease in the number of shares held by Summit Global Investments was observed in PRUDENTIAL FINL INC, with a decrease of 70,277 shares, followed by SYNCHRONY FINANCIAL with a decrease of 195,574 shares. However, both of these companies experienced a significant increase in their stock value. PRUDENTIAL FINL INC increased its stock value by $6,175, while SYNCHRONY FINANCIAL increased by $4,678.

Overall, the report shows that Summit Global Investments is increasing its investments in several companies across diverse sectors, significantly increasing the number of shares held in some companies. This indicates that the fund has strong faith in these companies and believes that they will perform well in the future.

IShares TR was the most significant holding of the fund in terms of share increase, which suggests the investment managers believe this to be a sound investment opportunity. Although several companies experienced a decrease in the number of shares held by Summit Global Investments, they saw a significant increase in their stock value. This suggests that the managers are working on managing their portfolio in a dynamic way, staying on top of changes in markets to make timely decisions that will maximize returns for investors.

In conclusion, Summit Global Investments' Q3 2022 vs. Q4 2022 13F Holdings Comparison highlights the fund's investment strategy and how it changes over time. The report shows the investment managers' focus on diversification across different industries and indicates their confidence in certain companies' performance in the future. The data confirms the fund's commitment to managing its portfolio dynamically, making timely decisions to maximize returns for its investors. The report proves to be a valuable insight into the workings of an investment fund and how it manages its portfolio to ensure excellent returns for its investors.