Summit Global Investments ANDE ANDERSONS INC

Ownership history in Summit Global Investments  ·  12 quarters on record

AI Ownership Summary

Summit Global Investments reported ANDERSONS INC (ANDE) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows ANDE at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Global Investments's position in ANDERSONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANDE was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Global Investments held ANDE — position size vs. price
% of Fund (quarterly)    ANDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22,776 -2,936 -11.4% 0.10% $2K 2026-05-07 $70.81
2025 Q4 ADDED 25,712 +13,372 +108.4% 0.08% $1.4M 2026-02-18 $64.46
2025 Q3 REDUCED 5.7% +35.4% 12,340 -748 -5.7% 0.03% $491K 2025-11-03 $46.39
2024 Q3 ADDED 13,088 +3,840 +41.5% 0.04% $656K 2024-10-31 $44.23
2024 Q2 ADDED 9,248 +799 +9.5% 0.03% $459K 2024-07-22 $50.52
2024 Q1 REDUCED 17.6% -15.0% 8,449 -1,800 -17.6% 0.04% $485K 2024-04-29 $55.37
2023 Q4 REDUCED 58.1% -1.6% 10,249 -14,191 -58.1% 0.04% $590K 2024-02-06 $49.50
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Summit Global Investments and ANDE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Global Investments reported owning ANDE?

Summit Global Investments reported ANDE across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ANDE position in Summit Global Investments's portfolio?

The largest reported portfolio weight for ANDE was 0.10% in 2026 Q1.

What is the latest reported ANDE position on this page?

The most recent filing on this page is 2026 Q1, when Summit Global Investments reported 22,776 shares, equal to 0.10% of portfolio, with an estimated market value of $2K.

What does the chart on this ANDE ownership page compare?

The chart compares Summit Global Investments's quarterly ANDE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Global Investments time their ANDE position?

Based on 13F filing dates vs. subsequent ANDE price moves, Summit Global Investments correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on ANDE relative to SPY over the holding period was +5.9%.

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