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

Hantz Financial Services’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	-105	Closed	-$5K	–	2015
2024 Q4	$5K	Hold	105	–	–	﹤0.01%	903
2024 Q3	$4K	Sell	105 -9	-8%	-$346	﹤0.01%	906
2024 Q2	$4K	Sell	114 -26	-19%	-$1.02K	﹤0.01%	896
2024 Q1	$6K	Sell	140 -4,587	-97%	-$181K	﹤0.01%	919
2023 Q4	$182K	Sell	4,727 -413	-8%	-$14.3K	﹤0.01%	565
2023 Q3	$160K	Sell	5,140 -48,780	-90%	-$1.74M	﹤0.01%	562
2023 Q2	$2.04M	Sell	53,920 -22,751	-30%	-$704K	0.05%	311
2023 Q1	$2.18M	Sell	76,671 -3,115	-4%	-$94.2K	0.06%	289
2022 Q4	$2.27M	Sell	79,786 -33,402	-30%	-$920K	0.07%	279
2022 Q3	$2.67M	Buy	113,188 +25,787	+30%	+$692K	0.09%	239
2022 Q2	$2M	Buy	87,401 +6,583	+8%	+$175K	0.07%	268
2022 Q1	$2.47M	Buy	80,818 +4,979	+7%	+$166K	0.07%	249
2021 Q4	$2.99M	Buy	75,839 +5,432	+8%	+$199K	0.09%	227
2021 Q3	$2.21M	Buy	70,407 +13,530	+24%	+$442K	0.07%	240
2021 Q2	$1.95M	Buy	+56,877	New	+$1.79M	0.07%	243

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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Hantz Financial Services's SUM Position: Q1 2025 in Review

Hantz Financial Services sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 105 shares — an estimated $5K sold.

Hantz Financial Services first reported a position in SUM in Q2 2021 and held it in 15 quarters. The position peaked at $2.99M in Q4 2021. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Hantz Financial Services reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Hantz Financial Services sold 105 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $5K.
Hantz Financial Services first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2021 and held it in 15 quarters.
Hantz Financial Services's Summit Materials, Inc. Class A Common Stock position peaked at $2.99M in Q4 2021.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Hantz Financial Services's 13F filing for Q1 2025, filed 12 May 2025.