Baird Financial Group
SUM

Baird Financial Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Baird Financial Group’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
2021
Q1 		– Sell
-27,932
Closed -$551K – 1736
2020
Q4 		$551K Buy
+27,932
New +$519K ﹤0.01% 1207
2018
Q3 		– Sell
-18,828
Closed -$486K – 1370
2018
Q2 		$486K Sell
18,828
-26
-0.1% -$724 ﹤0.01% 1023
2018
Q1 		$561K Buy
18,854
+10,632
+129% +$328K ﹤0.01% 985
2017
Q4 		$254K Buy
8,222
+60
+0.7% +$1.81K ﹤0.01% 1165
2017
Q3 		$254K Buy
8,162
+155
+2% +$4.4K ﹤0.01% 1131
2017
Q2 		$224K Buy
+8,007
New +$208K ﹤0.01% 1148

Other funds holding SUM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return