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Summit Matls Inc cl a shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Summit Matls Inc cl a

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All positions including Summit Matls Inc cl a held by Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 4.6k 44.57
2023-06-30 $3.5M 92k 37.85

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Top funds holding Summit Matls Inc cl a

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

View all funds holding Summit Matls Inc cl a