Lazard Asset Management
SUM

Lazard Asset Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Lazard Asset 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
-7,207
Closed -$363K – 2631
2024
Q4 		$363K Sell
7,207
-1,985
-22% -$92.8K ﹤0.01% 1449
2024
Q3 		$357K Buy
9,192
+369
+4% +$14.2K ﹤0.01% 1468
2024
Q2 		$322K Buy
+8,823
New +$346K ﹤0.01% 1393
2024
Q1 		– Sell
-18,861
Closed -$724K – 2436
2023
Q4 		$724K Buy
18,861
+937
+5% +$32.5K ﹤0.01% 1020
2023
Q3 		$557K Buy
17,924
+2,700
+18% +$96.1K ﹤0.01% 1121
2023
Q2 		$575K Sell
15,224
-16,047
-51% -$497K ﹤0.01% 1091
2023
Q1 		$890K Sell
31,271
-476
-1% -$14.4K ﹤0.01% 1030
2022
Q4 		$901K Buy
31,747
+31,199
+5,693% +$860K ﹤0.01% 1019
2022
Q3 		$12K Buy
+548
New +$14.7K ﹤0.01% 2140
2022
Q2 		– Sell
-1,109
Closed -$33K – 2612
2022
Q1 		$33K Sell
1,109
-105
-9% -$3.5K ﹤0.01% 1936
2021
Q4 		$47K Buy
+1,214
New +$44.5K ﹤0.01% 1771
2021
Q3 		– Sell
-44,713
Closed -$1.53M – 2322
2021
Q2 		$1.53M Sell
44,713
-3,283
-7% -$103K ﹤0.01% 888
2021
Q1 		$1.32M Buy
+47,996
New +$1.21M ﹤0.01% 856
2020
Q4 		– Sell
-2,763
Closed -$44K – 2016
2020
Q3 		$44K Hold
2,763
– – ﹤0.01% 1224
2020
Q2 		$43K Sell
2,763
-468
-14% -$6.71K ﹤0.01% 1268
2020
Q1 		$47K Buy
3,231
+2,088
+183% +$40.6K ﹤0.01% 1205
2019
Q4 		$26K Hold
1,143
– – ﹤0.01% 1185
2019
Q3 		$24K Buy
+1,143
New +$22.6K ﹤0.01% 1051

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $20.6B AUM 34.61% 1-Year Est. Return

Lazard Asset Management's SUM Position: Q1 2025 in Review

Lazard Asset Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 7,207 shares — an estimated $363K sold.

Lazard Asset Management first reported a position in SUM in Q3 2019 and held it in 18 quarters. The position peaked at $1.53M in Q2 2021. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Lazard Asset Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Lazard Asset Management sold 7,207 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $363K.
  • Lazard Asset Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2019 and held it in 18 quarters.
  • Lazard Asset Management's Summit Materials, Inc. Class A Common Stock position peaked at $1.53M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.