LWCFA
SUM

Loring Wolcott & Coolidge Fiduciary Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-101
Closed -$3.82K – 662
2023
Q2 		$3.82K Buy
+101
New +$3.13K ﹤0.01% 587

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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 $204B AUM 27.99% 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 $178B AUM 37.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SUM Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q3 2023, closing a stake of 101 shares — an estimated $3.82K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SUM in Q2 2023 and held it in 1 quarter. The position peaked at $3.82K in Q2 2023. 293 funds tracked by Wall St. Rank hold SUM as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 101 Summit Materials, Inc. Class A Common Stock shares in Q3 2023, an estimated $3.82K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $3.82K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.