IIM
SUM

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

INTECH 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
-47,363
Closed -$2.4M – 2575
2024
Q4 		$2.4M Buy
47,363
+19,264
+69% +$900K 0.02% 608
2024
Q3 		$1.1M Buy
+28,099
New +$1.08M 0.01% 758

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

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

INTECH Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 47,363 shares — an estimated $2.4M sold.

INTECH Investment Management first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $2.4M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • INTECH Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • INTECH Investment Management sold 47,363 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.4M.
  • INTECH Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
  • INTECH Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $2.4M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on INTECH Investment Management's 13F filing for Q1 2025, filed 20 May 2025.