DPW
SUM

DiNuzzo Private Wealth’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

DiNuzzo Private Wealth’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
-27
Closed -$1.37K – 1432
2024
Q4 		$1.37K Hold
27
– – ﹤0.01% 739
2024
Q3 		$1.05K Sell
27
-1
-4% -$38 ﹤0.01% 836
2024
Q2 		$1.03K Buy
28
+4
+17% +$157 ﹤0.01% 784
2024
Q1 		$1.07K Hold
24
– – ﹤0.01% 709
2023
Q4 		$924 Buy
+24
New +$832 ﹤0.01% 735

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

DiNuzzo Private Wealth's SUM Position: Q1 2025 in Review

DiNuzzo Private Wealth sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 27 shares — an estimated $1.37K sold.

DiNuzzo Private Wealth first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $1.37K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • DiNuzzo Private Wealth reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 27 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.37K.
  • DiNuzzo Private Wealth first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • DiNuzzo Private Wealth's Summit Materials, Inc. Class A Common Stock position peaked at $1.37K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.