AB
SUM

Amalgamated Bank’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Amalgamated Bank’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,197
Closed -$212K – 2987
2024
Q4 		$212K Hold
4,197
– – ﹤0.01% 1563
2024
Q3 		$164K Hold
4,197
– – ﹤0.01% 1621
2024
Q2 		$154K Buy
4,197
+128
+3% +$5.02K ﹤0.01% 1633
2024
Q1 		$181K Sell
4,069
-6,508
-62% -$257K ﹤0.01% 1620
2023
Q4 		$407K Sell
10,577
-1,211
-10% -$42K ﹤0.01% 1519
2023
Q3 		$367K Buy
11,788
+111
+1% +$3.95K ﹤0.01% 1554
2023
Q2 		$442K Sell
11,677
-859
-7% -$26.6K ﹤0.01% 1495
2023
Q1 		$357K Sell
12,536
-3,235
-21% -$97.8K ﹤0.01% 1569
2022
Q4 		$448K Buy
15,771
+190
+1% +$5.24K ﹤0.01% 1511
2022
Q3 		$367K Buy
15,581
+312
+2% +$8.38K ﹤0.01% 1572
2022
Q2 		$350K Buy
15,269
+584
+4% +$15.5K ﹤0.01% 1639
2022
Q1 		$449K Sell
14,685
-973
-6% -$32.4K ﹤0.01% 1598
2021
Q4 		$618K Sell
15,658
-137
-0.9% -$5.02K ﹤0.01% 1483
2021
Q3 		$497K Sell
15,795
-967
-6% -$31.6K ﹤0.01% 1585
2021
Q2 		$574K Buy
16,762
+7,362
+78% +$232K ﹤0.01% 1569
2021
Q1 		$259K Buy
+9,400
New +$236K 0.01% 1343
2020
Q3 		– Sell
-10,335
Closed -$163K – 1521
2020
Q2 		$163K Sell
10,335
-7,991
-44% -$115K 0.01% 1332
2020
Q1 		$270K Sell
18,326
-381
-2% -$7.4K 0.01% 1201
2019
Q4 		$440K Buy
18,707
+1,360
+8% +$30.9K 0.01% 1196
2019
Q3 		$379K Sell
17,347
-296
-2% -$5.84K 0.01% 1187
2019
Q2 		$334K Buy
17,643
+325
+2% +$5.17K 0.01% 1293
2019
Q1 		$270K Buy
17,318
+710
+4% +$11.1K 0.01% 1331
2018
Q4 		$202K Buy
+16,608
New +$230K 0.01% 1412
2018
Q3 		– Sell
-17,408
Closed -$449K – 1638
2018
Q2 		$449K Buy
17,408
+2,373
+16% +$66.1K 0.01% 1091
2018
Q1 		$448K Sell
15,035
-305
-2% -$9.41K 0.01% 1018
2017
Q4 		$474K Buy
15,340
+1,287
+9% +$38.7K 0.01% 1013
2017
Q3 		$436K Buy
14,053
+709
+5% +$20.1K 0.01% 1014
2017
Q2 		$374K Buy
13,344
+693
+5% +$18K 0.01% 1075
2017
Q1 		$303K Buy
12,651
+2,898
+30% +$68K 0.02% 1128
2016
Q4 		$225K Buy
+9,753
New +$205K 0.01% 1325

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return