Principal Financial Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $87M | Sell |
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|
2024
Q3 | $206M | Buy |
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|
2024
Q2 | $190M | Sell |
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|
2024
Q1 | $237M | Buy |
|
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|
2023
Q4 | $202M | Buy |
|
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|
2023
Q3 | $164M | Buy |
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|
2023
Q2 | $195M | Buy |
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|
2023
Q1 | $146M | Sell |
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|
2022
Q4 | $158M | Sell |
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|
2022
Q3 | $172M | Buy |
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|
2022
Q2 | $164M | Buy |
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|
2022
Q1 | $204M | Buy |
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|
2021
Q4 | $226M | Sell |
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|
2021
Q3 | $186M | Sell |
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|
2021
Q2 | $205M | Buy |
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|
2021
Q1 | $161M | Sell |
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|
2020
Q4 | $118M | Sell |
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|
2020
Q3 | $98.2M | Buy |
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|
2020
Q2 | $95.1M | Buy |
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|
2020
Q1 | $86M | Buy |
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|
2019
Q4 | $131M | Buy |
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|
2019
Q3 | $115M | Buy |
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|
2019
Q2 | $96.3M | Buy |
|
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|
2019
Q1 | $77.4M | Buy |
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|
2018
Q4 | $56M | Buy |
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|
2018
Q3 | $73.3M | Buy |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $406K | Buy |
|
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $575K | Sell |
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|
2017
Q1 | $528K | Buy |
|
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|
2016
Q4 | $258K | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $254K | Buy |
|