ZIM
SUM

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return