JFG
SUM

Jefferies Financial Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Jefferies Financial Group’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
-42,980
Closed -$2.17M – 2083
2024
Q4 		$2.17M Buy
42,980
+35,039
+441% +$1.64M 0.01% 640
2024
Q3 		$310K Buy
+7,941
New +$305K ﹤0.01% 1106

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

Jefferies Financial Group's SUM Position: Q1 2025 in Review

Jefferies Financial Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 42,980 shares — an estimated $2.17M sold.

Jefferies Financial Group first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $2.17M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Jefferies Financial Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 42,980 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.17M.
  • Jefferies Financial Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Summit Materials, Inc. Class A Common Stock position peaked at $2.17M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.