Boston Partners
SUM

Boston Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Boston Partners’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
-46,197
Closed -$493K – 782
2024
Q4 		$493K Buy
+46,197
New +$2.16M ﹤0.01% 645
2024
Q3 		– Sell
-64,047
Closed -$533K – 765
2024
Q2 		$533K Buy
64,047
+46,725
+270% +$1.83M ﹤0.01% 652
2024
Q1 		$772K Sell
17,322
-19,264
-53% -$762K ﹤0.01% 621
2023
Q4 		$415K Sell
36,586
-5,374
-13% -$186K ﹤0.01% 633
2023
Q3 		$751K Sell
41,960
-5,386
-11% -$192K ﹤0.01% 583
2023
Q2 		$679K Buy
+47,346
New +$1.47M ﹤0.01% 584
2015
Q2 		– Sell
-677,121
Closed -$14.2M – 736
2015
Q1 		$14.2M Buy
+677,121
New +$13.8M 0.02% 350

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

Boston Partners's SUM Position: Q1 2025 in Review

Boston Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 46,197 shares — an estimated $493K sold.

Boston Partners first reported a position in SUM in Q1 2015 and held it in 7 quarters. The position peaked at $14.2M in Q1 2015. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Boston Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Boston Partners sold 46,197 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $493K.
  • Boston Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2015 and held it in 7 quarters.
  • Boston Partners's Summit Materials, Inc. Class A Common Stock position peaked at $14.2M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Boston Partners's 13F filing for Q1 2025, filed 13 May 2025.