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Summit Global Investments Buys Essex Property Trust Inc, Equity Lifestyle Properties Inc, Jack Henry & Associates Inc, Sells Axalta Coating Systems, National Fuel Gas Co, CF Industries Holdings Inc

Investment company Summit Global Investments (Current Portfolio) buys Essex Property Trust Inc, Equity Lifestyle Properties Inc, Jack Henry & Associates Inc, VeriSign Inc, DTE Energy Co, sells Axalta Coating Systems, National Fuel Gas Co, CF Industries Holdings Inc, Teradyne Inc, Extended Stay America Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Summit Global Investments. As of 2019Q4, Summit Global Investments owns 265 stocks with a total value of $922 million. These are the details of the buys and sells.

For the details of Summit Global Investments's stock buys and sells, go to https://www.gurufocus.com/guru/summit+global+investments/current-portfolio/portfolio

These are the top 5 holdings of Summit Global Investments
  1. Walmart Inc (WMT) - 190,997 shares, 2.46% of the total portfolio. Shares added by 0.63%
  2. S&P Global Inc (SPGI) - 78,585 shares, 2.33% of the total portfolio. Shares reduced by 1.13%
  3. NVR Inc (NVR) - 5,543 shares, 2.29% of the total portfolio. Shares added by 3.45%
  4. Verizon Communications Inc (VZ) - 336,949 shares, 2.24% of the total portfolio. Shares added by 0.52%
  5. Essex Property Trust Inc (ESS) - 64,346 shares, 2.10% of the total portfolio. Shares added by 1414.02%
New Purchase: Jack Henry & Associates Inc (JKHY)

Summit Global Investments initiated holding in Jack Henry & Associates Inc. The purchase prices were between $138.49 and $152.61, with an estimated average price of $146.14. The stock is now traded at around $168.95. The impact to a portfolio due to this purchase was 1.34%. The holding were 84,986 shares as of .

New Purchase: VeriSign Inc (VRSN)

Summit Global Investments initiated holding in VeriSign Inc. The purchase prices were between $177.95 and $194.05, with an estimated average price of $188.08. The stock is now traded at around $209.81. The impact to a portfolio due to this purchase was 1.26%. The holding were 60,262 shares as of .

New Purchase: DTE Energy Co (DTE)

Summit Global Investments initiated holding in DTE Energy Co. The purchase prices were between $120.49 and $132.45, with an estimated average price of $126.63. The stock is now traded at around $133.55. The impact to a portfolio due to this purchase was 0.81%. The holding were 57,580 shares as of .

New Purchase: Yum Brands Inc (YUM)

Summit Global Investments initiated holding in Yum Brands Inc. The purchase prices were between $97.62 and $114.66, with an estimated average price of $103.34. The stock is now traded at around $105.03. The impact to a portfolio due to this purchase was 0.61%. The holding were 55,441 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Summit Global Investments initiated holding in Amazon.com Inc. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $2149.87. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,647 shares as of .

New Purchase: CDW Corp (CDW)

Summit Global Investments initiated holding in CDW Corp. The purchase prices were between $119.68 and $144.63, with an estimated average price of $132.71. The stock is now traded at around $137.28. The impact to a portfolio due to this purchase was 0.28%. The holding were 18,200 shares as of .

Added: Essex Property Trust Inc (ESS)

Summit Global Investments added to a holding in Essex Property Trust Inc by 1414.02%. The purchase prices were between $296.19 and $332.54, with an estimated average price of $315.45. The stock is now traded at around $321.51. The impact to a portfolio due to this purchase was 1.96%. The holding were 64,346 shares as of .

Added: Equity Lifestyle Properties Inc (ELS)

Summit Global Investments added to a holding in Equity Lifestyle Properties Inc by 494.54%. The purchase prices were between $66.82 and $74.08, with an estimated average price of $69.62. The stock is now traded at around $74.30. The impact to a portfolio due to this purchase was 1.46%. The holding were 229,801 shares as of .

Added: McDonald's Corp (MCD)

Summit Global Investments added to a holding in McDonald's Corp by 438.56%. The purchase prices were between $188.66 and $212.83, with an estimated average price of $198.14. The stock is now traded at around $217.42. The impact to a portfolio due to this purchase was 0.62%. The holding were 35,335 shares as of .

Added: Flowers Foods Inc (FLO)

Summit Global Investments added to a holding in Flowers Foods Inc by 41.86%. The purchase prices were between $20.9 and $22.55, with an estimated average price of $21.71. The stock is now traded at around $22.39. The impact to a portfolio due to this purchase was 0.6%. The holding were 869,716 shares as of .

Added: Avangrid Inc (AGR)

Summit Global Investments added to a holding in Avangrid Inc by 47.56%. The purchase prices were between $48.09 and $51.8, with an estimated average price of $49.73. The stock is now traded at around $53.58. The impact to a portfolio due to this purchase was 0.54%. The holding were 304,361 shares as of .

Added: Public Storage (PSA)

Summit Global Investments added to a holding in Public Storage by 24.90%. The purchase prices were between $204.25 and $247.33, with an estimated average price of $221.29. The stock is now traded at around $228.56. The impact to a portfolio due to this purchase was 0.26%. The holding were 56,004 shares as of .

Sold Out: Axalta Coating Systems Ltd (AXTA)

Summit Global Investments sold out a holding in Axalta Coating Systems Ltd. The sale prices were between $28 and $30.46, with an estimated average price of $29.48.

Sold Out: National Fuel Gas Co (NFG)

Summit Global Investments sold out a holding in National Fuel Gas Co. The sale prices were between $43.31 and $47.42, with an estimated average price of $45.61.

Sold Out: CF Industries Holdings Inc (CF)

Summit Global Investments sold out a holding in CF Industries Holdings Inc. The sale prices were between $44.02 and $50.62, with an estimated average price of $46.77.

Sold Out: Teradyne Inc (TER)

Summit Global Investments sold out a holding in Teradyne Inc. The sale prices were between $57.34 and $69.63, with an estimated average price of $63.67.

Sold Out: Extended Stay America Inc (STAY)

Summit Global Investments sold out a holding in Extended Stay America Inc. The sale prices were between $14.14 and $15.17, with an estimated average price of $14.57.

Sold Out: Allison Transmission Holdings Inc (ALSN)

Summit Global Investments sold out a holding in Allison Transmission Holdings Inc. The sale prices were between $42.64 and $49.48, with an estimated average price of $46.55.



Here is the complete portfolio of Summit Global Investments. Also check out:

1. Summit Global Investments's Undervalued Stocks
2. Summit Global Investments's Top Growth Companies, and
3. Summit Global Investments's High Yield stocks
4. Stocks that Summit Global Investments keeps buying

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