Edmonds Duncan Registered Investment Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Edmonds Duncan Registered Investment 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
2022 Q1	–	Sell	-7,117	Closed	-$254K	–	155
2021 Q4	$254K	Buy	7,117 +392	+6%	+$14.4K	0.07%	115
2021 Q3	$211K	Buy	+6,725	New	+$220K	0.06%	132

Other funds holding SUM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's SUM Position: Q1 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2022, closing a stake of 7,117 shares — an estimated $254K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in SUM in Q3 2021 and held it in 2 quarters. The position peaked at $254K in Q4 2021. 262 funds tracked by Wall St. Rank hold SUM as of Q1 2022.

Edmonds Duncan Registered Investment Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 7,117 Summit Materials, Inc. Class A Common Stock shares in Q1 2022, an estimated $254K.
Edmonds Duncan Registered Investment Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2021 and held it in 2 quarters.
Edmonds Duncan Registered Investment Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $254K in Q4 2021.
262 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.