L.J. Altfest & Co’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

L.J. Altfest & Co’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	-9,120	Closed	-$461K	–	376
2024 Q4	$461K	Buy	9,120 +3,244	+55%	+$152K	0.06%	222
2024 Q3	$229K	Buy	+5,876	New	+$226K	0.03%	307

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

L.J. Altfest & Co's SUM Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 9,120 shares — an estimated $461K sold.

L.J. Altfest & Co first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $461K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

L.J. Altfest & Co reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 9,120 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $461K.
L.J. Altfest & Co first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
L.J. Altfest & Co's Summit Materials, Inc. Class A Common Stock position peaked at $461K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.