Janney Montgomery Scott
SUM

Janney Montgomery Scott’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Janney Montgomery Scott’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
-22,235
Closed -$1.13M – 2899
2024
Q4 		$1.13M Sell
22,235
-4
-0% -$187 ﹤0.01% 1476
2024
Q3 		$868K Buy
22,239
+66
+0.3% +$2.54K ﹤0.01% 1600
2024
Q2 		$812K Buy
22,173
+3,334
+18% +$131K ﹤0.01% 1568
2024
Q1 		$840K Buy
18,839
+5,286
+39% +$209K ﹤0.01% 1623
2023
Q4 		$521K Buy
13,553
+1,965
+17% +$68.1K ﹤0.01% 1863
2023
Q3 		$361K Buy
+11,588
New +$412K ﹤0.01% 2017
2022
Q1 		– Sell
-17,720
Closed -$699K – 2467
2021
Q4 		$699K Buy
17,720
+215
+1% +$7.87K ﹤0.01% 1531
2021
Q3 		$550K Buy
17,505
+999
+6% +$32.6K ﹤0.01% 1597
2021
Q2 		$566K Buy
16,506
+1,116
+7% +$35.2K ﹤0.01% 1564
2021
Q1 		$424K Buy
+15,390
New +$387K ﹤0.01% 1652
2019
Q1 		– Sell
-11,405
Closed -$139K – 2085
2018
Q4 		$139K Buy
+11,405
New +$158K ﹤0.01% 1830

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