KeyBank National Association
SUM

KeyBank National Association’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

KeyBank National Association’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
-4,626
Closed -$234K – 1213
2024
Q4 		$234K Sell
4,626
-3,181
-41% -$149K ﹤0.01% 1067
2024
Q3 		$305K Sell
7,807
-3,652
-32% -$140K ﹤0.01% 962
2024
Q2 		$420K Buy
11,459
+447
+4% +$17.5K ﹤0.01% 803
2024
Q1 		$491K Sell
11,012
-7,859
-42% -$311K ﹤0.01% 753
2023
Q4 		$726K Sell
18,871
-5,721
-23% -$198K ﹤0.01% 615
2023
Q3 		$766K Sell
24,592
-5,737
-19% -$204K ﹤0.01% 547
2023
Q2 		$1.15M Sell
30,329
-2,828
-9% -$87.6K 0.01% 457
2023
Q1 		$945K Sell
33,157
-269
-0.8% -$8.13K ﹤0.01% 487
2022
Q4 		$949K Buy
33,426
+10,037
+43% +$277K ﹤0.01% 481
2022
Q3 		$551K Sell
23,389
-6,277
-21% -$169K ﹤0.01% 618
2022
Q2 		$679K Buy
29,666
+19,401
+189% +$515K ﹤0.01% 556
2022
Q1 		$313K Sell
10,265
-101
-1% -$3.37K ﹤0.01% 900
2021
Q4 		$409K Sell
10,366
-206
-2% -$7.54K ﹤0.01% 847
2021
Q3 		$332K Sell
10,572
-211
-2% -$6.89K ﹤0.01% 919
2021
Q2 		$370K Sell
10,783
-143
-1% -$4.51K ﹤0.01% 875
2021
Q1 		$301K Buy
10,926
+20
+0.2% +$503 ﹤0.01% 920
2020
Q4 		$215K Hold
10,906
– – ﹤0.01% 986
2020
Q3 		$177K Buy
10,906
+269
+3% +$4.31K ﹤0.01% 952
2020
Q2 		$168K Hold
10,637
– – ﹤0.01% 910
2020
Q1 		$157K Buy
+10,637
New +$207K ﹤0.01% 876

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

KeyBank National Association's SUM Position: Q1 2025 in Review

KeyBank National Association sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 4,626 shares — an estimated $234K sold.

KeyBank National Association first reported a position in SUM in Q1 2020 and held it in 20 quarters. The position peaked at $1.15M in Q2 2023. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • KeyBank National Association reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • KeyBank National Association sold 4,626 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $234K.
  • KeyBank National Association first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2020 and held it in 20 quarters.
  • KeyBank National Association's Summit Materials, Inc. Class A Common Stock position peaked at $1.15M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on KeyBank National Association's 13F filing for Q1 2025, filed 28 Apr 2025.