Summit Matls Inc cl a shares owned by ValMark Advisers
Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Summit Matls Inc cl a
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Quarterly reported holdings in Summit Matls Inc cl a by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $915k | 24k | 38.46 |
| 2023-09-30 | $572k | 18k | 31.14 |
| 2023-06-30 | $1.1M | 29k | 37.85 |
| 2023-03-31 | $838k | 29k | 28.49 |
| 2022-12-31 | $836k | 29k | 28.39 |
| 2022-09-30 | $912k | 38k | 23.96 |
| 2022-06-30 | $914k | 39k | 23.30 |
| 2022-03-31 | $1.3M | 41k | 31.07 |
| 2021-12-31 | $1.6M | 41k | 40.15 |
| 2021-09-30 | $1.4M | 43k | 31.96 |
| 2021-06-30 | $1.5M | 42k | 34.86 |
| 2021-03-31 | $881k | 31k | 28.02 |