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

Credit Agricole’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	-10,556	Closed	-$534K	–	1346
2024 Q4	$534K	Hold	10,556	–	–	﹤0.01%	1044
2024 Q3	$412K	Buy	+10,556	New	+$406K	﹤0.01%	985
2022 Q3	–	Sell	-305	Closed	-$7K	–	725
2022 Q2	$7K	Hold	305	–	–	﹤0.01%	624
2022 Q1	$9K	Buy	+305	New	+$10.2K	﹤0.01%	642
2021 Q4	–	Sell	-458	Closed	-$14K	–	737
2021 Q3	$14K	Hold	458	–	–	﹤0.01%	606
2021 Q2	$16K	Buy	+458	New	+$14.4K	﹤0.01%	588
2020 Q1	–	Sell	-1	Closed	–	–	643
2019 Q4	$0	Hold	1	–	–	﹤0.01%	668
2019 Q3	$0	Buy	+1	New	+$20	﹤0.01%	665
2016 Q1	–	Sell	-75,262	Closed	-$1.45M	–	1399
2015 Q4	$1.45M	Buy	+75,262	New	+$1.53M	0.01%	912
2015 Q2	–	Sell	-9,823	Closed	-$205K	–	1476
2015 Q1	$205K	Buy	+9,823	New	+$200K	﹤0.01%	1334

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

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

Credit Agricole's SUM Position: Q1 2025 in Review

Credit Agricole sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 10,556 shares — an estimated $534K sold.

Credit Agricole first reported a position in SUM in Q1 2015 and held it in 10 quarters. The position peaked at $1.45M in Q4 2015. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Credit Agricole reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Credit Agricole sold 10,556 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $534K.
Credit Agricole first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2015 and held it in 10 quarters.
Credit Agricole's Summit Materials, Inc. Class A Common Stock position peaked at $1.45M in Q4 2015.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Credit Agricole's 13F filing for Q1 2025, filed 14 May 2025.