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Summit Matls Inc cl a shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $359k 9.5k 37.77
2023-09-30 $315k 10k 31.14
2023-06-30 $400k 11k 37.85
2023-03-31 $310k 11k 28.49
2019-12-31 $3.0k 134 22.39

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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
Charles Schwab Investment Management
Damian Sousa
Millennium Management
Norges Bank Investment Management
Citadel Advisors

View all funds holding Summit Matls Inc cl a