RIL
SUM

Rothschild Investment LLC’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Rothschild Investment LLC’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
-125
Closed -$6.33K – 3117
2024
Q4 		$6.33K Buy
125
+25
+25% +$1.27K ﹤0.01% 1268
2024
Q3 		$3.9K Buy
100
+60
+150% +$2.34K ﹤0.01% 1386
2024
Q2 		$1.46K Buy
40
+30
+300% +$1.1K ﹤0.01% 1494
2024
Q1 		$446 Buy
+10
New +$446 ﹤0.01% 1397