MPWT
SUM

MassMutual Private Wealth & Trust’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

MassMutual Private Wealth & Trust’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
-57
Closed -$2.88K – 2523
2024
Q4 		$2.88K Hold
57
– – ﹤0.01% 1723
2024
Q3 		$2.23K Buy
57
+43
+307% +$1.65K ﹤0.01% 1627
2024
Q2 		$513 Hold
14
– – ﹤0.01% 1952
2024
Q1 		$624 Buy
14
+5
+56% +$198 ﹤0.01% 1817
2023
Q4 		$346 Hold
9
– – ﹤0.01% 1861
2023
Q3 		$280 Hold
9
– – ﹤0.01% 1898
2023
Q2 		$341 Buy
+9
New +$279 ﹤0.01% 1823
2021
Q1 		– Sell
-43
Closed -$1K – 1196
2020
Q4 		$1K Buy
+43
New +$799 ﹤0.01% 868

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

MassMutual Private Wealth & Trust's SUM Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 57 shares — an estimated $2.88K sold.

MassMutual Private Wealth & Trust first reported a position in SUM in Q4 2020 and held it in 8 quarters. The position peaked at $2.88K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 57 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.88K.
  • MassMutual Private Wealth & Trust first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
  • MassMutual Private Wealth & Trust's Summit Materials, Inc. Class A Common Stock position peaked at $2.88K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.