Dimensional Fund Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $159M | Sell |
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|
2024
Q3 | $163M | Sell |
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|
2024
Q2 | $158M | Sell |
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|
2024
Q1 | $217M | Sell |
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|
2023
Q4 | $210M | Sell |
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|
2023
Q3 | $172M | Sell |
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|
2023
Q2 | $226M | Sell |
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|
2023
Q1 | $175M | Buy |
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|
2022
Q4 | $170K | Buy |
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|
2022
Q3 | $134M | Buy |
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|
2022
Q2 | $128M | Buy |
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|
2022
Q1 | $165M | Sell |
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|
2021
Q4 | $225M | Sell |
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|
2021
Q3 | $190M | Buy |
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|
2021
Q2 | $204M | Sell |
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|
2021
Q1 | $166M | Sell |
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|
2020
Q4 | $121M | Sell |
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|
2020
Q3 | $102M | Buy |
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|
2020
Q2 | $96.3M | Buy |
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|
2020
Q1 | $82.7M | Buy |
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|
2019
Q4 | $132M | Sell |
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|
2019
Q3 | $130M | Buy |
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|
2019
Q2 | $110M | Buy |
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|
2019
Q1 | $75.3M | Buy |
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|
2018
Q4 | $44.5M | Buy |
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|
2018
Q3 | $40.3M | Buy |
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|
2018
Q2 | $49.6M | Buy |
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|
2018
Q1 | $52.5M | Buy |
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|
2017
Q4 | $47.3M | Buy |
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|
2017
Q3 | $43.6M | Buy |
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|
2017
Q2 | $34.8M | Buy |
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|
2017
Q1 | $22.9M | Buy |
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|
2016
Q4 | $6.22M | Buy |
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