BTI
SUM

Blue Trust Inc’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Blue Trust Inc’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
-238
Closed -$12K – 2583
2024
Q4 		$12K Sell
238
-83
-26% -$3.88K ﹤0.01% 1768
2024
Q3 		$11.8K Buy
321
+16
+5% +$615 ﹤0.01% 2135
2024
Q2 		$13.6K Buy
305
+67
+28% +$2.63K ﹤0.01% 1819
2024
Q1 		$10.6K Sell
238
-135
-36% -$5.34K ﹤0.01% 1429
2023
Q4 		$11K Buy
373
+135
+57% +$4.68K ﹤0.01% 1565
2023
Q3 		$9K Hold
238
– – ﹤0.01% 1458
2023
Q2 		$7K Hold
238
– – ﹤0.01% 1443
2023
Q1 		$7K Sell
238
-13
-5% -$393 ﹤0.01% 1718
2022
Q4 		$6K Sell
251
-2
-0.8% -$55 ﹤0.01% 1699
2022
Q3 		$6K Buy
253
+14
+6% +$376 ﹤0.01% 1539
2022
Q2 		$7K Buy
+239
New +$6.35K ﹤0.01% 1356

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