Ameritas Investment Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Ameritas Investment Partners’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	-12,669	Closed	-$641K	–	3171
2024 Q4	$641K	Buy	12,669 +619	+5%	+$28.9K	0.02%	738
2024 Q3	$470K	Hold	12,050	–	–	0.02%	863
2024 Q2	$441K	Hold	12,050	–	–	0.02%	852
2024 Q1	$537K	Hold	12,050	–	–	0.02%	789
2023 Q4	$463K	Buy	12,050 +172	+1%	+$5.96K	0.02%	828
2023 Q3	$370K	Buy	11,878 +2,006	+20%	+$71.4K	0.01%	870
2023 Q2	$374K	Buy	9,872 +415	+4%	+$12.8K	0.01%	855
2023 Q1	$269K	Hold	9,457	–	–	0.01%	948
2022 Q4	$299K	Hold	9,457	–	–	0.01%	932
2022 Q3	$222K	Buy	9,457 +411	+5%	+$11K	0.01%	1009
2022 Q2	$207K	Sell	9,046 -438	-5%	-$11.6K	0.01%	1052
2022 Q1	$290K	Hold	9,484	–	–	0.01%	978
2021 Q4	$374K	Hold	9,484	–	–	0.01%	896
2021 Q3	$298K	Hold	9,484	–	–	0.01%	959
2021 Q2	$325K	Hold	9,484	–	–	0.01%	927
2021 Q1	$261K	Sell	9,484 -451	-5%	-$11.3K	0.01%	1048
2020 Q4	$196K	Hold	9,935	–	–	0.01%	1171
2020 Q3	$162K	Sell	9,935 -649	-6%	-$10.4K	0.01%	1145
2020 Q2	$167K	Buy	10,584 +529	+5%	+$7.59K	0.01%	1094
2020 Q1	$148K	Hold	10,055	–	–	0.01%	1059
2019 Q4	$236K	Buy	10,055 +362	+4%	+$8.21K	0.01%	994
2019 Q3	$212K	Hold	9,693	–	–	0.01%	1025
2019 Q2	$183K	Hold	9,693	–	–	0.01%	1117
2019 Q1	$151K	Hold	9,693	–	–	0.01%	1211
2018 Q4	$118K	Hold	9,693	–	–	0.01%	1273
2018 Q3	$173K	Hold	9,693	–	–	0.01%	1183
2018 Q2	$250K	Hold	9,693	–	–	0.01%	955
2018 Q1	$289K	Hold	9,693	–	–	0.01%	912
2017 Q4	$300K	Sell	9,693 -1	-0%	-$30	0.01%	883
2017 Q3	$277K	Hold	9,694	–	–	0.01%	907
2017 Q2	$271K	Buy	9,694 +457	+5%	+$11.9K	0.01%	911
2017 Q1	$221K	Buy	+9,237	New	+$217K	0.01%	1002

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Investment Partners's SUM Position: Q1 2025 in Review

Ameritas Investment Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 12,669 shares — an estimated $641K sold.

Ameritas Investment Partners first reported a position in SUM in Q1 2017 and held it in 32 quarters. The position peaked at $641K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Ameritas Investment Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Ameritas Investment Partners sold 12,669 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $641K.
Ameritas Investment Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2017 and held it in 32 quarters.
Ameritas Investment Partners's Summit Materials, Inc. Class A Common Stock position peaked at $641K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Ameritas Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.