Summit Matls Inc cl a shares owned by Creative Planning
Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Summit Matls Inc cl a by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 48k | 39.03 |
| 2024-06-30 | $1.1M | 31k | 36.61 |
| 2024-03-31 | $1.9M | 43k | 44.57 |
| 2023-12-31 | $1.3M | 34k | 38.46 |
| 2023-09-30 | $419k | 13k | 31.14 |
| 2023-06-30 | $432k | 11k | 37.85 |
| 2023-03-31 | $233k | 8.2k | 28.49 |
| 2021-12-31 | $287k | 7.1k | 40.17 |
| 2021-09-30 | $228k | 7.1k | 31.91 |
| 2021-06-30 | $244k | 7.0k | 34.85 |
| 2021-03-31 | $227k | 8.1k | 28.02 |
| 2017-03-31 | $11k | 437 | 25.17 |
| 2016-12-31 | $20M | 836k | 23.79 |
| 2016-09-30 | $11k | 609 | 18.06 |
| 2016-06-30 | $12k | 609 | 19.70 |
| 2016-03-31 | $12k | 609 | 19.70 |
| 2015-12-31 | $12k | 609 | 19.70 |
| 2015-09-30 | $32k | 1.7k | 18.82 |
| 2015-03-31 | $27k | 1.2k | 22.50 |