Mackenzie Financial
SUM

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

Mackenzie Financial’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
-7,769
Closed -$393K – 1835
2024
Q4 		$393K Hold
7,769
– – ﹤0.01% 1273
2024
Q3 		$303K Sell
7,769
-4,859
-38% -$187K ﹤0.01% 1185
2024
Q2 		$462K Sell
12,628
-2,350
-16% -$92.2K ﹤0.01% 1037
2024
Q1 		$668K Buy
14,978
+7,518
+101% +$297K ﹤0.01% 963
2023
Q4 		$287K Sell
7,460
-13,918
-65% -$483K ﹤0.01% 1170
2023
Q3 		$665K Sell
21,378
-3,358
-14% -$119K ﹤0.01% 937
2023
Q2 		$917K Buy
24,736
+17,276
+232% +$535K ﹤0.01% 878
2023
Q1 		$213K Hold
7,460
– – ﹤0.01% 1326
2022
Q4 		$212K Buy
+7,460
New +$206K ﹤0.01% 1230
2022
Q2 		– Sell
-6,822
Closed -$208K – 1565
2022
Q1 		$208K Buy
6,822
+237
+4% +$7.89K ﹤0.01% 1284
2021
Q4 		$260K Sell
6,585
-400
-6% -$14.6K ﹤0.01% 1217
2021
Q3 		$220K Buy
+6,985
New +$228K ﹤0.01% 1276
2020
Q2 		– Sell
-10,221
Closed -$151K – 1149
2020
Q1 		$151K Buy
+10,221
New +$199K ﹤0.01% 997

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

Mackenzie Financial's SUM Position: Q1 2025 in Review

Mackenzie Financial sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 7,769 shares — an estimated $393K sold.

Mackenzie Financial first reported a position in SUM in Q1 2020 and held it in 13 quarters. The position peaked at $917K in Q2 2023. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Mackenzie Financial reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 7,769 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $393K.
  • Mackenzie Financial first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2020 and held it in 13 quarters.
  • Mackenzie Financial's Summit Materials, Inc. Class A Common Stock position peaked at $917K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.