First Manhattan
SUM

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

First Manhattan’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
-8,200
Closed -$415K – 717
2024
Q4 		$415K Hold
8,200
– – ﹤0.01% 537
2024
Q3 		$320K Hold
8,200
– – ﹤0.01% 572
2024
Q2 		$300K Buy
+8,200
New +$322K ﹤0.01% 570
2021
Q4 		– Sell
-142
Closed -$4K – 1709
2021
Q3 		$4K Buy
+142
New +$4.64K ﹤0.01% 1456
2018
Q3 		– Sell
-5,156
Closed -$133K – 1462
2018
Q2 		$133K Hold
5,156
– – ﹤0.01% 767
2018
Q1 		$153K Hold
5,156
– – ﹤0.01% 723
2017
Q4 		$159K Hold
5,156
– – ﹤0.01% 761
2017
Q3 		$160K Buy
+5,156
New +$146K ﹤0.01% 720

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