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Summit Matls Inc cl a shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies 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 Kaizen Financial Strategies 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 Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $359k 9.3k 38.46
2023-09-30 $291k 9.3k 31.14
2023-06-30 $346k 9.4k 36.61
2023-03-31 $269k 9.4k 28.49
2022-12-31 $325k 10k 32.02

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View all positions for Kaizen Financial Strategies

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