Barrow, Hanley, Mewhinney & Strauss
SUM

Barrow, Hanley, Mewhinney & Strauss’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
-412
Closed -$20.8K – 363
2024
Q4 		$20.8K Sell
412
-133
-24% -$6.22K ﹤0.01% 172
2024
Q3 		$21.3K Buy
+545
New +$20.9K ﹤0.01% 165
2024
Q1 		– Sell
-80
Closed -$3.08K – 316
2023
Q4 		$3.08K Buy
+80
New +$2.77K ﹤0.01% 255
2021
Q1 		– Sell
-1,271
Closed -$25K – 355
2020
Q4 		$25K Sell
1,271
-9,312
-88% -$173K ﹤0.01% 297
2020
Q3 		$172K Sell
10,583
-32,325
-75% -$518K ﹤0.01% 222
2020
Q2 		$678K Buy
+42,908
New +$615K ﹤0.01% 203

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

Barrow, Hanley, Mewhinney & Strauss's SUM Position: Q1 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 412 shares — an estimated $20.8K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SUM in Q2 2020 and held it in 6 quarters. The position peaked at $678K in Q2 2020. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 412 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $20.8K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2020 and held it in 6 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Summit Materials, Inc. Class A Common Stock position peaked at $678K in Q2 2020.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2025, filed 12 May 2025.