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 $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