HIM
SUM

Hillsdale Investment Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Hillsdale Investment Management’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
-59,300
Closed -$3M – 721
2024
Q4 		$3M Sell
59,300
-4,000
-6% -$187K 0.15% 183
2024
Q3 		$2.47M Sell
63,300
-26,650
-30% -$1.02M 0.19% 185
2024
Q2 		$3.29M Buy
89,950
+89,800
+59,867% +$3.52M 0.26% 148
2024
Q1 		$6.69K Hold
150
– – ﹤0.01% 514
2023
Q4 		$5.77K Buy
+150
New +$5.2K ﹤0.01% 512

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 $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Hillsdale Investment Management's SUM Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 59,300 shares — an estimated $3M sold.

Hillsdale Investment Management first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $3.29M in Q2 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 59,300 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $3M.
  • Hillsdale Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • Hillsdale Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $3.29M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.