NRD
SUM

Nebula Research & Development’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Nebula Research & Development’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
2024
Q3 		– Sell
-16,048
Closed -$588K – 1213
2024
Q2 		$588K Buy
+16,048
New +$630K 0.1% 379

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Nebula Research & Development's SUM Position: Q3 2024 in Review

Nebula Research & Development sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q3 2024, closing a stake of 16,048 shares — an estimated $588K sold.

Nebula Research & Development first reported a position in SUM in Q2 2024 and held it in 1 quarter. The position peaked at $588K in Q2 2024. 335 funds tracked by Wall St. Rank hold SUM as of Q3 2024.

  • Nebula Research & Development reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 16,048 Summit Materials, Inc. Class A Common Stock shares in Q3 2024, an estimated $588K.
  • Nebula Research & Development first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 1 quarter.
  • Nebula Research & Development's Summit Materials, Inc. Class A Common Stock position peaked at $588K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.