Mariner
SUM

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

Mariner’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
-8,641
Closed -$437K – 3626
2024
Q4 		$437K Buy
8,641
+196
+2% +$9.16K ﹤0.01% 2293
2024
Q3 		$329K Buy
8,445
+1,018
+14% +$39.1K ﹤0.01% 2491
2024
Q2 		$272K Buy
7,427
+1,173
+19% +$46K ﹤0.01% 2528
2024
Q1 		$279K Buy
6,254
+199
+3% +$7.87K ﹤0.01% 2502
2023
Q4 		$233K Buy
+6,055
New +$210K ﹤0.01% 2564

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mariner's SUM Position: Q1 2025 in Review

Mariner sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 8,641 shares — an estimated $437K sold.

Mariner first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $437K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Mariner reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Mariner sold 8,641 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $437K.
  • Mariner first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • Mariner's Summit Materials, Inc. Class A Common Stock position peaked at $437K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.