SM
SUM

Sciencast Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Sciencast Management’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
Q4 		– Sell
-29,836
Closed -$929K – 460
2023
Q3 		$929K Buy
+29,836
New +$1.06M 0.42% 84
2022
Q2 		$277K Buy
+10,302
New +$274K 0.06% 329
2021
Q3 		– Sell
-6,413
Closed -$220K – 639
2021
Q2 		$220K Buy
+6,413
New +$202K 0.05% 429
2019
Q2 		– Sell
-19,865
Closed -$294K – 500
2019
Q1 		$294K Buy
+19,865
New +$311K 0.1% 272
2018
Q4 		– Sell
-11,191
Closed -$140K – 369
2018
Q3 		$140K Buy
+11,191
New +$243K 0.09% 256

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return