Cassady Schiller Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$152	Buy	+3	New	+$140	﹤0.01%	1082

Other funds holding SUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cassady Schiller Wealth Management's SUM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2024: 3 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings.

396 funds tracked by Wall St. Rank hold SUM as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of Summit Materials, Inc. Class A Common Stock worth $152 as of Q4 2024.
Summit Materials, Inc. Class A Common Stock was a new Cassady Schiller Wealth Management position in Q4 2024.
Summit Materials, Inc. Class A Common Stock made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1082 holding.
396 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.