Gradient Investments’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Gradient Investments’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 Q2	–	Sell	-18	Closed	-$513	–	1898
2023 Q1	$513	Hold	18	–	–	﹤0.01%	1281
2022 Q4	$511	Hold	18	–	–	﹤0.01%	1297
2022 Q3	$0	Hold	18	–	–	﹤0.01%	1574
2022 Q2	$0	Buy	+18	New	+$478	﹤0.01%	1410
2020 Q2	–	Sell	-1,017	Closed	-$15K	–	1227
2020 Q1	$15K	Buy	+1,017	New	+$19.8K	﹤0.01%	577

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gradient Investments's SUM Position: Q2 2023 in Review

Gradient Investments sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2023, closing a stake of 18 shares — an estimated $513 sold.

Gradient Investments first reported a position in SUM in Q1 2020 and held it in 5 quarters. The position peaked at $15K in Q1 2020. 268 funds tracked by Wall St. Rank hold SUM as of Q2 2023.

Gradient Investments reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 18 Summit Materials, Inc. Class A Common Stock shares in Q2 2023, an estimated $513.
Gradient Investments first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2020 and held it in 5 quarters.
Gradient Investments's Summit Materials, Inc. Class A Common Stock position peaked at $15K in Q1 2020.
268 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.