Farmers & Merchants Investments Inc’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Farmers & Merchants Investments 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
2022 Q3	–	Sell	-298	Closed	-$7K	–	1793
2022 Q2	$7K	Buy	298 +39	+15%	+$1.04K	﹤0.01%	816
2022 Q1	$8K	Buy	259 +38	+17%	+$1.27K	﹤0.01%	820
2021 Q4	$9K	Sell	221 -35	-14%	-$1.28K	﹤0.01%	796
2021 Q3	$8K	Sell	256 -69	-21%	-$2.25K	﹤0.01%	787
2021 Q2	$11K	Hold	325	–	–	﹤0.01%	635
2021 Q1	$9K	Buy	+325	New	+$8.17K	﹤0.01%	666

Other funds holding SUM

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

Farmers & Merchants Investments Inc's SUM Position: Q3 2022 in Review

Farmers & Merchants Investments Inc sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q3 2022, closing a stake of 298 shares — an estimated $7K sold.

Farmers & Merchants Investments Inc first reported a position in SUM in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 243 funds tracked by Wall St. Rank hold SUM as of Q3 2022.

Farmers & Merchants Investments Inc reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 298 Summit Materials, Inc. Class A Common Stock shares in Q3 2022, an estimated $7K.
Farmers & Merchants Investments Inc first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
Farmers & Merchants Investments Inc's Summit Materials, Inc. Class A Common Stock position peaked at $11K in Q2 2021.
243 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2022, filed 31 Oct 2022.