DF
SUM

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

DecisionPoint Financial’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
-2,034
Closed -$103K – 280
2024
Q4 		$103K Hold
2,034
– – 0.03% 56
2024
Q3 		$79.4K Hold
2,034
– – 0.03% 63
2024
Q2 		$85K Hold
2,034
– – 0.03% 61
2024
Q1 		$81.4K Hold
2,034
– – 0.03% 60
2023
Q4 		$78.2K Hold
2,034
– – 0.03% 59
2023
Q3 		$63.3K Hold
2,034
– – 0.03% 56
2023
Q2 		$77K Hold
2,034
– – 0.04% 48
2023
Q1 		$57.9K Hold
2,034
– – 0.03% 57
2022
Q4 		$57.7K Buy
+2,034
New +$56K 0.04% 49

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

DecisionPoint Financial's SUM Position: Q1 2025 in Review

DecisionPoint Financial sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 2,034 shares — an estimated $103K sold.

DecisionPoint Financial first reported a position in SUM in Q4 2022 and held it in 9 quarters. The position peaked at $103K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • DecisionPoint Financial reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • DecisionPoint Financial sold 2,034 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $103K.
  • DecisionPoint Financial first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • DecisionPoint Financial's Summit Materials, Inc. Class A Common Stock position peaked at $103K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on DecisionPoint Financial's 13F filing for Q1 2025, filed 2 May 2025.