Novartis AG Stock Position Decreased by John G Ullman Associates Inc.
| SGLIX Fund | USD 40.44 0.13 0.32% |
Slightly above 65% of Summit Global's investor base is looking to short. The analysis of overall sentiment of trading Summit Global Investments mutual fund suggests that many investors are alarmed at this time. Summit Global's investing sentiment can be driven by a variety of factors including economic data, Summit Global's earnings reports, geopolitical events, and overall market trends.
Summit |
John G Ullman Associates Inc. reduced its holdings in Novartis AG by 20.2 percent during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 141,466 shares of the companys stock after selling 35,782 shares during the
Read at thelincolnianonline.com
 |
Summit Global Fundamental Analysis
We analyze Summit Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Summit Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Summit Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
One Year Return
One Year Return Comparative Analysis
Summit Global is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Summit Global Investments Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Summit Global mutual fund to make a market-neutral strategy. Peer analysis of Summit Global could also be used in its relative valuation, which is a method of valuing Summit Global by comparing valuation metrics with similar companies.
Peers
Summit Global Related Equities
| SGICX | Summit Global | 0.46 | ||||
| SILVX | Summit Global | 0.44 | ||||
| LVOLX | Summit Global | 0.44 |
Other Information on Investing in Summit Mutual Fund
Summit Global financial ratios help investors to determine whether Summit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Summit with respect to the benefits of owning Summit Global security.
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |