Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.
| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2025 | Exited | −86K | – | −100.0% | 0 | May 14, 2025 |
| Q4 2024 | New | +86K | – | – | 86K | Feb 13, 2025 |
| Q2 2024 | Reduced | −117K | – | −37.8% | 193K | Aug 9, 2024 |
| Q1 2024 | Added | +285K | – | +1,122.2% | 310K | May 13, 2024 |
| Q4 2023 | Reduced | −341K | – | −93.1% | 25K | Feb 13, 2024 |
| Q3 2023 | New | +366K | – | – | 366K | Nov 14, 2023 |
| Q1 2023 | New | +19K | – | – | 19K | May 12, 2023 |
| Q4 2021 | New | +20K | – | – | 20K | Feb 11, 2022 |
| Q1 2021 | First covered | – | – | – | 69K | May 13, 2021 |
Not currently. Jim Simons fully exited SUM in Q1 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons held SUM since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jim Simons reduced and then fully exited SUM by Q1 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Jim Simons has exited SUM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons began building the SUM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
