Madison Investment Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Madison Investment Advisors’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
2024 Q4	$10.4M	Buy	+205,995	New	+$9.63M	0.12%	128

Other funds holding SUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Madison Investment Advisors's SUM Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2024: 205,995 shares worth $10.4M. The stake represents 0.12% of the portfolio and ranks #128 among its holdings.

396 funds tracked by Wall St. Rank hold SUM as of Q4 2024.

Madison Investment Advisors held 205,995 shares of Summit Materials, Inc. Class A Common Stock worth $10.4M as of Q4 2024.
Summit Materials, Inc. Class A Common Stock was a new Madison Investment Advisors position in Q4 2024.
Summit Materials, Inc. Class A Common Stock made up 0.12% of Madison Investment Advisors's portfolio in Q4 2024, its #128 holding.
396 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.