Summit Financial shares owned by UBS Group
Quarter-by-quarter ownership of Summit Financial shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Summit Financial
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Quarterly reported holdings in Summit Financial by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $325k | 12k | 27.16 |
| 2023-12-31 | $393k | 13k | 30.69 |
| 2023-09-30 | $151k | 6.7k | 22.54 |
| 2023-06-30 | $133k | 6.4k | 20.66 |
| 2023-03-31 | $84k | 4.1k | 20.75 |
| 2022-12-31 | $77k | 3.1k | 24.89 |
| 2022-03-31 | $50k | 2.0k | 25.36 |
| 2021-12-31 | $127k | 4.6k | 27.47 |
| 2021-06-30 | $21k | 953 | 22.04 |
| 2021-03-31 | $68k | 2.6k | 26.38 |
| 2020-12-31 | $81k | 3.7k | 22.06 |
| 2020-09-30 | $4.0k | 255 | 15.69 |
| 2020-06-30 | $60k | 3.7k | 16.35 |
| 2020-03-31 | $172k | 8.1k | 21.20 |
| 2019-12-31 | $374k | 14k | 27.08 |
| 2019-09-30 | $241k | 9.4k | 25.60 |
| 2019-06-30 | $22k | 831 | 26.47 |
| 2018-12-31 | $77k | 4.0k | 19.36 |
| 2018-09-30 | $69k | 3.0k | 23.11 |
| 2018-06-30 | $38k | 1.4k | 27.12 |
| 2018-03-31 | $24k | 941 | 25.50 |
| 2017-12-31 | $42k | 1.6k | 26.48 |
| 2017-09-30 | $95k | 3.7k | 25.70 |
| 2017-03-31 | $5.0k | 250 | 20.00 |
| 2016-12-31 | $43k | 1.6k | 27.23 |
| 2016-09-30 | $3.0k | 164 | 18.29 |
| 2016-03-31 | $245k | 16k | 15.50 |
| 2015-12-31 | $15k | 1.3k | 11.63 |
| 2015-09-30 | $1.0k | 70 | 14.29 |
| 2015-03-31 | $24k | 2.0k | 11.88 |
Top funds holding Summit Financial
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