AC
SUM

Aaron Cowen’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Aaron Cowen’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,416,443
Closed -$30.9M – 59
2019
Q3 		$30.9M Buy
+1,416,443
New +$28M 0.8% 34

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Aaron Cowen's SUM Position: Q4 2019 in Review

Aaron Cowen sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2019, closing a stake of 1,416,443 shares — an estimated $30.9M sold.

Aaron Cowen first reported a position in SUM in Q3 2019 and held it in 1 quarter. The position peaked at $30.9M in Q3 2019. 214 funds tracked by Wall St. Rank hold SUM as of Q4 2019.

  • Aaron Cowen reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Aaron Cowen sold 1,416,443 Summit Materials, Inc. Class A Common Stock shares in Q4 2019, an estimated $30.9M.
  • Aaron Cowen first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2019 and held it in 1 quarter.
  • Aaron Cowen's Summit Materials, Inc. Class A Common Stock position peaked at $30.9M in Q3 2019.
  • 214 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2019.

Based on Suvretta Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.