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Summit Matls Inc cl a shares owned by Capital Analysts

Quarter-by-quarter ownership of Summit Matls Inc cl a shares owned by Capital Analysts from 13F filings

Historical chart of Capital Analysts investment in Summit Matls Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Summit Matls Inc cl a held by Capital Analysts 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 Capital Analysts

Quarter filed Position value Share count Share price at filing
2024-12-31 $20k 395 50.63
2024-09-30 $2.1M 54k 39.02
2024-06-30 $2.7M 75k 36.61
2024-03-31 $3.1M 69k 44.57
2023-12-31 $2.6M 67k 38.46
2023-09-30 $2.1M 66k 31.13
2023-06-30 $2.5M 67k 37.85
2023-03-31 $1.9M 68k 28.49
2022-12-31 $2.0M 69k 28.38
2022-09-30 $1.6M 69k 23.97
2022-06-30 $1.6M 68k 23.29
2022-03-31 $2.1M 67k 31.06
2021-12-31 $2.6M 65k 40.15
2021-09-30 $2.9M 92k 31.97
2021-06-30 $3.2M 93k 34.85
2021-03-31 $2.6M 92k 28.02
2020-12-31 $1.8M 88k 20.08

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

Top funds holding Summit Matls Inc cl a

Strengthening Families & Communities
WFA Asset Management Corp
Huntington National Bank

View all funds holding Summit Matls Inc cl a