Citigroup
SUM

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

Citigroup’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
2018
Q4 		– Sell
-14,747
Closed -$264K – 7864
2018
Q3 		$264K Buy
+14,747
New +$321K ﹤0.01% 4958

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

Citigroup's SUM Position: Q1 2025 in Review

Citigroup sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 131,674 shares — an estimated $6.66M sold.

Citigroup first reported a position in SUM in Q1 2015 and held it in 40 quarters. The position peaked at $8.96M in Q2 2017. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Citigroup reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Citigroup sold 131,674 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $6.66M.
  • Citigroup first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2015 and held it in 40 quarters.
  • Citigroup's Summit Materials, Inc. Class A Common Stock position peaked at $8.96M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Citigroup's 13F filing for Q1 2025, filed 12 May 2025.