A detailed history of Mount Yale Investment Advisors, LLC transactions in Summit Materials, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,452 shares of SUM stock, worth $376,996. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,452
Previous 6,229 19.63%
Holding current value
$376,996
Previous $228,000 27.19%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 23, 2024

BUY
$35.61 - $41.78 $43,551 - $51,096
1,223 Added 19.63%
7,452 $290,000
Q2 2024

Aug 13, 2024

SELL
$35.3 - $43.11 $917 - $1,120
-26 Reduced 0.42%
6,229 $228,000
Q1 2024

May 15, 2024

SELL
$34.8 - $44.57 $35,008 - $44,837
-1,006 Reduced 13.85%
6,255 $278,000
Q4 2023

Feb 12, 2024

SELL
$31.11 - $39.16 $2,146 - $2,702
-69 Reduced 0.94%
7,261 $279,000
Q3 2023

Oct 11, 2023

SELL
$30.06 - $39.52 $5,050 - $6,639
-168 Reduced 2.24%
7,330 $228,000
Q2 2023

Aug 14, 2023

SELL
$25.82 - $37.85 $42,835 - $62,793
-1,659 Reduced 18.12%
7,498 $283,000
Q1 2023

May 11, 2023

SELL
$26.61 - $34.25 $33,342 - $42,915
-1,253 Reduced 12.04%
9,157 $260,000
Q4 2022

Feb 13, 2023

BUY
$23.66 - $31.81 $6,506 - $8,747
275 Added 2.71%
10,410 $295,000
Q3 2022

Nov 07, 2022

SELL
$23.06 - $31.94 $3,228 - $4,471
-140 Reduced 1.36%
10,135 $243,000
Q2 2022

Aug 02, 2022

BUY
$22.61 - $30.81 $232,317 - $316,572
10,275 New
10,275 $239,000
Q1 2022

May 03, 2022

SELL
$26.75 - $40.43 $222,132 - $335,730
-8,304 Closed
0 $0
Q4 2021

Feb 02, 2022

SELL
$31.24 - $41.21 $4,061 - $5,357
-130 Reduced 1.54%
8,304 $333,000
Q3 2021

Nov 02, 2021

BUY
$30.47 - $36.25 $60,574 - $72,065
1,988 Added 30.84%
8,434 $270,000
Q2 2021

Aug 04, 2021

SELL
$27.81 - $36.16 $46,637 - $60,640
-1,677 Reduced 20.65%
6,446 $225,000
Q1 2021

May 04, 2021

SELL
$20.42 - $30.49 $66,671 - $99,549
-3,265 Reduced 28.67%
8,123 $228,000
Q4 2020

Feb 12, 2021

BUY
$16.2 - $20.88 $184,485 - $237,781
11,388 New
11,388 $229,000

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 $5.98B
  • 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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