SUM

SUM

SUM

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q1 Mar 31, 2025 Aristotle Small/Mid Cap Equity -6.2% -6.2% ADC, AGI CN, B, DBI, MTSI, SUM, VVV, WWW -
2023 Q3 Sep 30, 2023 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% CLA LN, FRSH, KNSL, KWR, LBRT, LTHM, SLAB, SUM -
2023 Q2 Jul 27, 2023 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% CELH, FGEN, KNSL, MSA, SLAB, SMAR, SPT, SUM, WWD, XPOF -
2024 Q2 Jul 26, 2024 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% ANF, EVH, KWR, LSCC, ONTO, PJT, SUM, TMDX, VKTX -
2024 Q2 Jul 17, 2024 Madison Small Cap Fund 6.3% 17.2% FORM, INSP, LZ, OPCH, SUM -
2022 Q2 Jun 30, 2022 Aristotle Small Cap Equity Fund 7.3% 9.4% AZPN, CUBI, HURN, STAR, SUM, UTL, WWW -
2023 Q4 Jan 27, 2024 Carillon Eagle Small Cap Growth Fund 0.0% 0.0% CFLT, CYTK, GTLS, KNSL, KWR, LSCC, PJT, SUM, VICR, WING -
2024 Q4 Jan 23, 2025 Aristotle Small Cap Equity Fund -0.5% 9.4% ACHC, AMTM, ASC, AXTA, AZPN, COLD, GTLS, HXL, INFN, SUM, TROX -
2024 Q4 Jan 23, 2025 Aristotle Small/Mid Cap Equity -0.5% 13.5% ACHC, AXTA, AZPN, CMCO, COLD, CTLT, DOC, GTLS, HXL, INFN, NSIT, SUM -
2023 Q4 Jan 22, 2024 Merion Road Capital 5.4% 11.2% NAPA, SGA, SUM, UNTC -
2024 Q4 Jan 17, 2025 Carillon Eagle Small Cap Growth Fund - - BILL, EVH, FRSH, LPLA, PCVX, PI, PJT, SUM, TMDX, ZETA -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of SUM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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