FG
SUM

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

Fairman Group’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
Closed -$506 – 350
2024
Q4 		$506 Sell
10
-10
-50% -$467 ﹤0.01% 315
2024
Q3 		$781 Hold
20
– – ﹤0.01% 343
2024
Q2 		$732 Hold
20
– – ﹤0.01% 343
2024
Q1 		$891 Hold
20
– – ﹤0.01% 330
2023
Q4 		$769 Buy
+20
New +$693 ﹤0.01% 333

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

Fairman Group's SUM Position: Q1 2025 in Review

Fairman Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 10 shares — an estimated $506 sold.

Fairman Group first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $891 in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Fairman Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Fairman Group sold 10 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $506.
  • Fairman Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • Fairman Group's Summit Materials, Inc. Class A Common Stock position peaked at $891 in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Fairman Group's 13F filing for Q1 2025, filed 7 May 2025.