HAIM
SUM

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

Hunter Associates 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
-77,709
Closed -$3.93M – 268
2024
Q4 		$3.93M Buy
77,709
+746
+1% +$34.9K 0.6% 36
2024
Q3 		$3M Buy
76,963
+39,308
+104% +$1.51M 0.46% 49
2024
Q2 		$1.37M Buy
+37,655
New +$1.48M 0.23% 100

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

Hunter Associates Investment Management's SUM Position: Q1 2025 in Review

Hunter Associates Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 77,709 shares — an estimated $3.93M sold.

Hunter Associates Investment Management first reported a position in SUM in Q2 2024 and held it in 3 quarters. The position peaked at $3.93M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Hunter Associates Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Hunter Associates Investment Management sold 77,709 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $3.93M.
  • Hunter Associates Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Hunter Associates Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $3.93M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Hunter Associates Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.