Bessemer Group
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Bessemer Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bessemer Group’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
-351,170
Closed -$17.8M – 2779
2024
Q4 		$17.8M Sell
351,170
-71,466
-17% -$3.34M 0.03% 273
2024
Q3 		$16.5M Buy
422,636
+9,467
+2% +$364K 0.03% 275
2024
Q2 		$15.1M Buy
413,169
+161,002
+64% +$6.32M 0.03% 274
2024
Q1 		$11.2M Buy
252,167
+7,141
+3% +$282K 0.02% 298
2023
Q4 		$9.42M Sell
245,026
-117,076
-32% -$4.06M 0.02% 304
2023
Q3 		$11.3M Buy
362,102
+16,463
+5% +$586K 0.02% 257
2023
Q2 		$13.1M Buy
345,639
+19,665
+6% +$609K 0.03% 237
2023
Q1 		$9.29M Buy
325,974
+8,383
+3% +$253K 0.02% 260
2022
Q4 		$9.02M Buy
317,591
+13,956
+5% +$385K 0.02% 263
2022
Q3 		$7.15M Buy
303,635
+194,735
+179% +$5.23M 0.02% 283
2022
Q2 		$2.49M Buy
+108,900
New +$2.89M 0.01% 402
2022
Q1 		– Sell
-23
Closed -$1K – 1987
2021
Q4 		$1K Sell
23
-162
-88% -$5.93K ﹤0.01% 1836
2021
Q3 		$6K Buy
+185
New +$6.04K ﹤0.01% 1493
2016
Q1 		– Sell
-1
Closed – – 1691
2015
Q4 		$0 Buy
+1
New +$20 ﹤0.01% 1747

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 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 $59.2B AUM 26.02% 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 $20.6B AUM 34.61% 1-Year Est. Return

Bessemer Group's SUM Position: Q1 2025 in Review

Bessemer Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 351,170 shares — an estimated $17.8M sold.

Bessemer Group first reported a position in SUM in Q4 2015 and held it in 14 quarters. The position peaked at $17.8M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Bessemer Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 351,170 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $17.8M.
  • Bessemer Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2015 and held it in 14 quarters.
  • Bessemer Group's Summit Materials, Inc. Class A Common Stock position peaked at $17.8M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.