HCA
SUM

Harbor Capital Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Harbor Capital Advisors’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
-390
Closed -$20K – 1570
2024
Q4 		$20K Buy
390
+51
+15% +$2.38K ﹤0.01% 817
2024
Q3 		$13K Buy
+339
New +$13K ﹤0.01% 901
2023
Q3 		– Sell
-1,006
Closed -$38.1K – 663
2023
Q2 		$38.1K Buy
+1,006
New +$31.1K 0.01% 521

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

Harbor Capital Advisors's SUM Position: Q1 2025 in Review

Harbor Capital Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 390 shares — an estimated $20K sold.

Harbor Capital Advisors first reported a position in SUM in Q2 2023 and held it in 3 quarters. The position peaked at $38.1K in Q2 2023. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Harbor Capital Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 390 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $20K.
  • Harbor Capital Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2023 and held it in 3 quarters.
  • Harbor Capital Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $38.1K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Harbor Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.