ICRM
SUM

Insight Capital Research & Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Insight Capital Research & 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
2017
Q3 		– Sell
-37,304
Closed -$1.04M – 143
2017
Q2 		$1.04M Buy
+37,304
New +$971K 0.61% 70

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TBC
Three Bays Capital Boston, Massachusetts $848M AUM 7.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Insight Capital Research & Management's SUM Position: Q3 2017 in Review

Insight Capital Research & Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q3 2017, closing a stake of 37,304 shares — an estimated $1.04M sold.

Insight Capital Research & Management first reported a position in SUM in Q2 2017 and held it in 1 quarter. The position peaked at $1.04M in Q2 2017. 215 funds tracked by Wall St. Rank hold SUM as of Q3 2017.

  • Insight Capital Research & Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 37,304 Summit Materials, Inc. Class A Common Stock shares in Q3 2017, an estimated $1.04M.
  • Insight Capital Research & Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2017 and held it in 1 quarter.
  • Insight Capital Research & Management's Summit Materials, Inc. Class A Common Stock position peaked at $1.04M in Q2 2017.
  • 215 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.