HFM
SUM

Harvest Fund Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Harvest Fund Management’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
Q1 		– Sell
-1,257
Closed -$36K – 843
2022
Q4 		$36K Hold
1,257
– – 0.01% 525
2022
Q3 		$30K Hold
1,257
– – 0.01% 498
2022
Q2 		$29K Sell
1,257
-4,560
-78% -$121K 0.01% 494
2022
Q1 		$177K Sell
5,817
-489
-8% -$16.3K 0.04% 237
2021
Q4 		$248K Buy
6,306
+5,184
+462% +$190K 0.04% 208
2021
Q3 		$35K Hold
1,122
– – 0.01% 482
2021
Q2 		$38K Hold
1,122
– – ﹤0.01% 499
2021
Q1 		$32K Buy
+1,122
New +$28.2K ﹤0.01% 531

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return