ARMT
SUM

Amica Retiree Medical Trust’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Amica Retiree Medical Trust’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
-3,432
Closed -$174K – 140
2024
Q4 		$174K Sell
3,432
-1,367
-28% -$63.9K 0.16% 90
2024
Q3 		$187K Buy
+4,799
New +$184K 0.16% 93

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 $8.31B AUM 21.94% 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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Amica Retiree Medical Trust's SUM Position: Q1 2025 in Review

Amica Retiree Medical Trust sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 3,432 shares — an estimated $174K sold.

Amica Retiree Medical Trust first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $187K in Q3 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Amica Retiree Medical Trust reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 3,432 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $174K.
  • Amica Retiree Medical Trust first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
  • Amica Retiree Medical Trust's Summit Materials, Inc. Class A Common Stock position peaked at $187K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2025, filed 13 May 2025.