Yelin Lapidot Holdings Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,152
| Closed | -$463K | – | 105 |
|
|
2024
Q4 | $463K | Hold |
9,152
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $357K | Hold |
9,152
| – | – | 0.06% | 74 |
|
|
2024
Q2 | $335K | Hold |
9,152
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $408K | Hold |
9,152
| – | – | 0.08% | 72 |
|
|
2023
Q4 | $352K | Hold |
9,152
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $287K | Buy |
+9,152
| New | +$287K | 0.07% | 73 |
|