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Summit Matls Inc cl a shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Summit Matls Inc cl a

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All positions including Summit Matls Inc cl a held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Matls Inc cl a by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $363k 9.4k 38.46
2023-09-30 $294k 9.4k 31.14
2023-06-30 $357k 38k 9.42

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View all positions for EP Wealth Advisors

Top funds holding Summit Matls Inc cl a

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Dimensional Fund Advisors
Principal Financial Group
Henderson Group
Victory Capital Management
ClearBridge Advisors
River Road Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Damian Sousa
Millennium Management
Norges Bank Investment Management
Citadel Advisors

View all funds holding Summit Matls Inc cl a