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

Zacks Investment 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
2024 Q2	–	Sell	-77,142	Closed	-$3.44M	–	729
2024 Q1	$3.44M	Buy	+77,142	New	+$3.05M	0.04%	248
2017 Q3	–	Sell	-55,536	Closed	-$1.55M	–	670
2017 Q2	$1.55M	Buy	+55,536	New	+$1.45M	0.04%	276
2016 Q4	–	Sell	-46,076	Closed	-$819K	–	754
2016 Q3	$819K	Sell	46,076 -1,558	-3%	-$30.2K	0.02%	372
2016 Q2	$934K	Buy	+47,634	New	+$952K	0.03%	336

Other funds holding SUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T 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

Zacks Investment Management's SUM Position: Q2 2024 in Review

Zacks Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2024, closing a stake of 77,142 shares — an estimated $3.44M sold.

Zacks Investment Management first reported a position in SUM in Q2 2016 and held it in 4 quarters. The position peaked at $3.44M in Q1 2024. 305 funds tracked by Wall St. Rank hold SUM as of Q2 2024.

Zacks Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Zacks Investment Management sold 77,142 Summit Materials, Inc. Class A Common Stock shares in Q2 2024, an estimated $3.44M.
Zacks Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2016 and held it in 4 quarters.
Zacks Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $3.44M in Q1 2024.
305 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.