CCA
SUM

Column Capital Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Column Capital Advisors’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
2023
Q1 		– Sell
-8
Closed -$227 – 881
2022
Q4 		$227 Buy
+8
New +$220 ﹤0.01% 813

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Column Capital Advisors's SUM Position: Q1 2023 in Review

Column Capital Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2023, closing a stake of 8 shares — an estimated $227 sold.

Column Capital Advisors first reported a position in SUM in Q4 2022 and held it in 1 quarter. The position peaked at $227 in Q4 2022. 244 funds tracked by Wall St. Rank hold SUM as of Q1 2023.

  • Column Capital Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Column Capital Advisors sold 8 Summit Materials, Inc. Class A Common Stock shares in Q1 2023, an estimated $227.
  • Column Capital Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
  • Column Capital Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $227 in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2023.

Based on Column Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.