Welch Capital Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Welch Capital Partners’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
2022 Q1	–	Sell	-5,085	Closed	-$201K	–	48
2021 Q4	$201K	Buy	+5,085	New	+$186K	0.04%	45

Other funds holding SUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Welch Capital Partners's SUM Position: Q1 2022 in Review

Welch Capital Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2022, closing a stake of 5,085 shares — an estimated $201K sold.

Welch Capital Partners first reported a position in SUM in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 262 funds tracked by Wall St. Rank hold SUM as of Q1 2022.

Welch Capital Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Welch Capital Partners sold 5,085 Summit Materials, Inc. Class A Common Stock shares in Q1 2022, an estimated $201K.
Welch Capital Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 1 quarter.
Welch Capital Partners's Summit Materials, Inc. Class A Common Stock position peaked at $201K in Q4 2021.
262 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2022.

Based on Welch Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.