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

Bank of Montreal’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
2023 Q3	–	Sell	-38,000	Closed	-$1.44M	–	4315
2023 Q2	$1.44M	Hold	38,000	–	–	﹤0.01%	1991
2023 Q1	$1.13M	Buy	+38,000	New	+$1.15M	﹤0.01%	1975

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Bank of Montreal's SUM Position: Q1 2025 in Review

Bank of Montreal sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 7,121 shares — an estimated $360K sold.

Bank of Montreal first reported a position in SUM in Q2 2015 and held it in 37 quarters. The position peaked at $9.77M in Q4 2015. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Bank of Montreal reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 7,121 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $360K.
Bank of Montreal first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2015 and held it in 37 quarters.
Bank of Montreal's Summit Materials, Inc. Class A Common Stock position peaked at $9.77M in Q4 2015.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.