Cambridge Investment Research Advisors
SUM

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

Cambridge Investment Research 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
-23,732
Closed -$1.2M – 3674
2024
Q4 		$1.2M Sell
23,732
-2,489
-9% -$116K ﹤0.01% 1729
2024
Q3 		$1.02M Buy
26,221
+15,225
+138% +$585K ﹤0.01% 1836
2024
Q2 		$403K Buy
10,996
+2,780
+34% +$109K ﹤0.01% 2470
2024
Q1 		$366K Sell
8,216
-81
-1% -$3.2K ﹤0.01% 2547
2023
Q4 		$319K Sell
8,297
-241
-3% -$8.36K ﹤0.01% 2548
2023
Q3 		$266K Buy
8,538
+734
+9% +$26.1K ﹤0.01% 2582
2023
Q2 		$295K Hold
7,804
– – ﹤0.01% 2535
2023
Q1 		$222K Sell
7,804
-251
-3% -$7.59K ﹤0.01% 2745
2022
Q4 		$229K Buy
+8,055
New +$222K ﹤0.01% 2649
2022
Q2 		– Sell
-9,493
Closed -$290K – 3239
2022
Q1 		$290K Sell
9,493
-55
-0.6% -$1.83K ﹤0.01% 2577
2021
Q4 		$377K Buy
9,548
+460
+5% +$16.8K ﹤0.01% 2332
2021
Q3 		$286K Buy
9,088
+380
+4% +$12.4K ﹤0.01% 2505
2021
Q2 		$298K Buy
8,708
+153
+2% +$4.82K ﹤0.01% 2476
2021
Q1 		$236K Buy
+8,555
New +$215K ﹤0.01% 2472

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 $8.31B AUM 21.94% 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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cambridge Investment Research Advisors's SUM Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 23,732 shares — an estimated $1.2M sold.

Cambridge Investment Research Advisors first reported a position in SUM in Q1 2021 and held it in 14 quarters. The position peaked at $1.2M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 23,732 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.2M.
  • Cambridge Investment Research Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2021 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $1.2M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.