BEI
SUM

Benjamin Edwards Inc’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Benjamin Edwards Inc’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
2024
Q1 		– Sell
-518
Closed -$20K – 760
2023
Q4 		$20K Hold
518
– – ﹤0.01% 545
2023
Q3 		$16K Sell
518
-421
-45% -$15K ﹤0.01% 547
2023
Q2 		$36K Buy
939
+421
+81% +$13K 0.01% 488
2023
Q1 		$15K Sell
518
-7,694
-94% -$233K ﹤0.01% 550
2022
Q4 		$233K Buy
8,212
+297
+4% +$8.18K 0.06% 241
2022
Q3 		$186K Hold
7,915
– – 0.06% 261
2022
Q2 		$181K Sell
7,915
-2,261
-22% -$60K 0.05% 266
2022
Q1 		$311K Buy
10,176
+555
+6% +$18.5K 0.09% 226
2021
Q4 		$380K Buy
+9,621
New +$352K 0.12% 177

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