JIC
SUM

Johnson Investment Counsel’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Johnson Investment Counsel’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,783
Closed -$343K – 846
2024
Q4 		$343K Hold
6,783
– – ﹤0.01% 613
2024
Q3 		$265K Buy
6,783
+842
+14% +$32.9K ﹤0.01% 674
2024
Q2 		$218K Buy
5,941
+327
+6% +$12K ﹤0.01% 692
2024
Q1 		$250K Buy
+5,614
New +$250K ﹤0.01% 652