GRP
SUM

Global Retirement Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Global Retirement Partners’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 		$3.79K Sell
75
-878
-92% -$41K ﹤0.01% 2816
2024
Q3 		$37.2K Buy
953
+7
+0.7% +$269 ﹤0.01% 1700
2024
Q2 		$34.6K Buy
946
+678
+253% +$26.6K ﹤0.01% 1721
2024
Q1 		$11.9K Buy
268
+100
+60% +$3.95K ﹤0.01% 2045
2023
Q4 		$5.85K Buy
168
+87
+107% +$3.02K ﹤0.01% 2262
2023
Q3 		$2.61K Buy
81
+14
+21% +$498 ﹤0.01% 2431
2023
Q2 		$2.54K Buy
+67
New +$2.08K ﹤0.01% 2450
2018
Q2 		– Sell
-143
Closed -$4K – 1585
2018
Q1 		$4K Hold
143
– – ﹤0.01% 1233
2017
Q4 		$4K Buy
+143
New +$4.3K ﹤0.01% 1192

Other funds holding SUM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return