BIA
SUM

Bell Investment Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bell Investment Advisors’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
-387
Closed -$19.6K – 1963
2024
Q4 		$19.6K Sell
387
-33
-8% -$1.54K ﹤0.01% 393
2024
Q3 		$16.4K Hold
420
– – ﹤0.01% 443
2024
Q2 		$15.4K Buy
420
+122
+41% +$4.79K ﹤0.01% 457
2024
Q1 		$13.3K Hold
298
– – ﹤0.01% 485
2023
Q4 		$11.5K Buy
298
+13
+5% +$451 ﹤0.01% 508
2023
Q3 		$8.88K Hold
285
– – ﹤0.01% 558
2023
Q2 		$10.8K Buy
285
+96
+51% +$2.97K ﹤0.01% 485
2023
Q1 		$5.38K Buy
189
+117
+163% +$3.54K ﹤0.01% 746
2022
Q4 		$2.04K Sell
72
-5
-6% -$138 ﹤0.01% 1282
2022
Q3 		$2K Sell
77
-36
-32% -$966 ﹤0.01% 1263
2022
Q2 		$3K Buy
+113
New +$3K ﹤0.01% 1055
2021
Q4 		$1K Buy
+13
New +$476 ﹤0.01% 1686

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

Bell Investment Advisors's SUM Position: Q1 2025 in Review

Bell Investment Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 387 shares — an estimated $19.6K sold.

Bell Investment Advisors first reported a position in SUM in Q4 2021 and held it in 12 quarters. The position peaked at $19.6K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Bell Investment Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 387 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $19.6K.
  • Bell Investment Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 12 quarters.
  • Bell Investment Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $19.6K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.