A detailed history of Creative Planning transactions in Summit Materials, Inc. stock. As of the latest transaction made, Creative Planning holds 47,937 shares of SUM stock, worth $2.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47,937
Previous 31,191 53.69%
Holding current value
$2.44 Million
Previous $1.14 Million 63.89%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$35.61 - $41.78 $596,325 - $699,647
16,746 Added 53.69%
47,937 $1.87 Million
Q2 2024

Aug 15, 2024

SELL
$35.3 - $43.11 $431,577 - $527,062
-12,226 Reduced 28.16%
31,191 $1.14 Million
Q1 2024

May 10, 2024

BUY
$34.8 - $44.57 $336,794 - $431,348
9,678 Added 28.68%
43,417 $1.94 Million
Q4 2023

Feb 14, 2024

BUY
$31.11 - $39.16 $631,253 - $794,595
20,291 Added 150.88%
33,739 $1.3 Million
Q3 2023

Nov 16, 2023

BUY
$30.06 - $39.52 $60,931 - $80,107
2,027 Added 17.75%
13,448 $418,000
Q2 2023

Jul 21, 2023

BUY
$25.82 - $37.85 $83,682 - $122,671
3,241 Added 39.62%
11,421 $432,000
Q1 2023

May 15, 2023

BUY
$26.61 - $34.25 $217,669 - $280,165
8,180 New
8,180 $233,000
Q1 2022

May 16, 2022

SELL
$26.75 - $40.43 $191,102 - $288,831
-7,144 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$30.47 - $36.25 $4,357 - $5,183
143 Added 2.04%
7,144 $228,000
Q2 2021

Aug 04, 2021

SELL
$27.81 - $36.16 $30,591 - $39,775
-1,100 Reduced 13.58%
7,001 $244,000
Q1 2021

Apr 30, 2021

BUY
$20.42 - $30.49 $165,422 - $246,999
8,101 New
8,101 $227,000

Others Institutions Holding SUM

About Summit Materials, Inc.


  • Ticker SUM
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Building Materials
  • Shares Outstandng 118,300,000
  • Market Cap $6.02B
  • Description
  • Summit Materials, Inc., through its subsidiaries, produces and sells construction materials and related downstream products for the public infrastructure, and residential and nonresidential end markets. It operates through three segments: West, East, and Cement. The company's products include aggregates, cement, ready-mix concrete, asphalt pavin...
More about SUM
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