Summit Global Investments Q2 2023 vs. Q3 2023 13F Holdings Comparison

Summit Global Investments, a renowned investment firm, recently released its 13F holdings comparison report for the second and third quarters of 2023. This report provides valuable insights into the changes in the holdings of various funds managed by Summit Global Investments. In this article, we will explore the significant changes in holdings for some of the key companies in the report.

RBB FD INC S:

RBB FD INC S witnessed an increase in shares from 3,620,092 in Q2 2023 to 4,099,205 in Q3 2023, representing an 8.5% increase. The value of holdings also rose from $94,033,000 to $102,029,000.

ISHARES TR C:

AGG, an issuer under ISHARES TR C, experienced a decrease in shares from 665,671 in Q2 2023 to 601,566 in Q3 2023, indicating a 13.2% decline. The value of holdings also decreased from $65,203,000 to $56,571,000.

PGIM ETF TR P:

PULS, an issuer under PGIM ETF TR P, saw a decrease in shares from 948,536 in Q2 2023 to 775,465 in Q3 2023, resulting in an 18.1% decline. The value of holdings also dropped from $46,867,000 to $38,378,000.

MICROSOFT CORP C:

MSFT witnessed a modest increase in shares from 112,661 in Q2 2023 to 119,281 in Q3 2023, representing a 1.8% rise. The value of holdings remained relatively stable, with a slight decrease from $38,365,000 to $37,663,000.

INVESCO QQQ TR U:

QQQ, an issuer under INVESCO QQQ TR U, experienced a significant increase in shares from 76,427 in Q2 2023 to 103,113 in Q3 2023, indicating a significant 30.8% growth. The value of holdings also increased significantly from $28,234,000 to $36,942,000.

ALPHABET INC C:

GOOGL witnessed a substantial increase in shares from 143,997 in Q2 2023 to 241,463 in Q3 2023, representing an impressive 83.3% surge. The value of holdings also saw a significant rise from $17,236,000 to $31,598,000.

HERSHEY CO C:

HSY experienced a remarkable increase in shares from 62,617 in Q2 2023 to 124,021 in Q3 2023, indicating an exceptional 58.7% growth. The value of holdings also saw a substantial increase from $15,635,000 to $24,814,000.

COLGATE PALMOLIVE CO C:

CL witnessed a staggering increase in shares from 82,510 in Q2 2023 to 287,385 in Q3 2023, representing an astonishing 221.5% surge. The value of holdings also skyrocketed from $6,357,000 to $20,436,000.

These are just a few examples of the significant changes in holdings for various companies covered in the Summit Global Investments Q2 2023 vs. Q3 2023 13F holdings comparison report. These changes reflect the dynamic nature of the investment landscape and can provide valuable insights for investors and financial professionals in making informed decisions.

Please note that the information presented in this article is based on the Summit Global Investments report and does not provide any financial advice or recommendations. It is always advisable to consult with a qualified financial advisor before making any investment decisions.

In conclusion, the Summit Global Investments 13F holdings comparison report highlights the fluctuations in holdings for various companies during the second and third quarters of 2023. These changes can play a crucial role in understanding market trends and investor sentiment. Stay tuned to get more updates on the ever-evolving investment landscape.