HighTower Advisors
SUM

HighTower Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

HighTower 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
2023
Q3 		– Sell
-15,559
Closed -$590K – 3784
2023
Q2 		$590K Buy
+15,559
New +$482K ﹤0.01% 2083
2022
Q1 		– Sell
-13,897
Closed -$549K – 3741
2021
Q4 		$549K Buy
13,897
+6,009
+76% +$220K ﹤0.01% 2096
2021
Q3 		$248K Sell
7,888
-254
-3% -$8.29K ﹤0.01% 2551
2021
Q2 		$278K Sell
8,142
-42
-0.5% -$1.32K ﹤0.01% 2424
2021
Q1 		$225K Buy
+8,184
New +$206K ﹤0.01% 2507
2020
Q1 		– Sell
-12,640
Closed -$298K – 2551
2019
Q4 		$298K Buy
12,640
+182
+1% +$4.13K ﹤0.01% 1727
2019
Q3 		$270K Sell
12,458
-2,034
-14% -$40.2K ﹤0.01% 1863
2019
Q2 		$275K Buy
14,492
+1,068
+8% +$17K ﹤0.01% 1849
2019
Q1 		$211K Buy
+13,424
New +$210K ﹤0.01% 1927

Other funds holding SUM

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