HFS
SUM

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 – 2023
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 $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