II
SUM

Inspire Investing’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Inspire Investing’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
-7,893
Closed -$399K – 890
2024
Q4 		$399K Sell
7,893
-2,714
-26% -$127K 0.04% 668
2024
Q3 		$414K Buy
10,607
+997
+10% +$38.3K 0.04% 446
2024
Q2 		$352K Buy
9,610
+1,563
+19% +$61.3K 0.04% 565
2024
Q1 		$359K Sell
8,047
-11,045
-58% -$437K 0.04% 573
2023
Q4 		$734K Buy
19,092
+9,269
+94% +$321K 0.08% 274
2023
Q3 		$306K Buy
9,823
+1,498
+18% +$53.3K 0.04% 679
2023
Q2 		$315K Sell
8,325
-1,220
-13% -$37.8K 0.04% 484
2023
Q1 		$272K Buy
9,545
+1,230
+15% +$37.2K 0.03% 695
2022
Q4 		$236K Sell
8,315
-374
-4% -$10.3K 0.03% 470
2022
Q3 		$205K Sell
8,689
-556
-6% -$14.9K 0.03% 719
2022
Q2 		$212K Buy
9,245
+1,591
+21% +$42.2K 0.03% 608
2022
Q1 		$234K Buy
7,654
+1,372
+22% +$45.7K 0.03% 732
2021
Q4 		$248K Sell
6,282
-1,370
-18% -$50.2K 0.03% 618
2021
Q3 		$241K Sell
7,652
-9,464
-55% -$309K 0.03% 400
2021
Q2 		$587K Buy
17,116
+519
+3% +$16.4K 0.08% 263
2021
Q1 		$457K Sell
16,597
-112
-0.7% -$2.81K 0.07% 327
2020
Q4 		$330K Buy
16,709
+5,286
+46% +$98.2K 0.07% 392
2020
Q3 		$186K Buy
11,423
+325
+3% +$5.2K 0.05% 375
2020
Q2 		$175K Sell
11,098
-2,615
-19% -$37.5K 0.06% 474
2020
Q1 		$202K Buy
+13,713
New +$266K 0.08% 428
2018
Q1 		– Sell
-1,947
Closed -$60K – 735
2017
Q4 		$60K Buy
+1,947
New +$58.6K 0.05% 321

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 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 $20.6B AUM 34.61% 1-Year Est. Return

Inspire Investing's SUM Position: Q1 2025 in Review

Inspire Investing sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 7,893 shares — an estimated $399K sold.

Inspire Investing first reported a position in SUM in Q4 2017 and held it in 21 quarters. The position peaked at $734K in Q4 2023. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Inspire Investing reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Inspire Investing sold 7,893 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $399K.
  • Inspire Investing first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2017 and held it in 21 quarters.
  • Inspire Investing's Summit Materials, Inc. Class A Common Stock position peaked at $734K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Inspire Investing's 13F filing for Q1 2025, filed 3 Jun 2025.