CI Investments Inc
SUM

CI Investments Inc’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

CI Investments 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
-340
Closed -$17K – 1338
2024
Q4 		$17K Buy
340
+53
+18% +$2.48K ﹤0.01% 1207
2024
Q3 		$11K Buy
287
+67
+30% +$2.58K ﹤0.01% 1198
2024
Q2 		$8K Sell
220
-3,232
-94% -$127K ﹤0.01% 1203
2024
Q1 		$154K Buy
+3,452
New +$136K ﹤0.01% 775

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

CI Investments Inc's SUM Position: Q1 2025 in Review

CI Investments Inc sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 340 shares — an estimated $17K sold.

CI Investments Inc first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $154K in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • CI Investments Inc reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • CI Investments Inc sold 340 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $17K.
  • CI Investments Inc first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • CI Investments Inc's Summit Materials, Inc. Class A Common Stock position peaked at $154K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on CI Investments Inc's 13F filing for Q1 2025, filed 13 May 2025.