MS
SUM

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

Maven Securities’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
-35,000
Closed -$1.77M – 1171
2024
Q4 		$1.77M Buy
+35,000
New +$1.64M 0.29% 311
2021
Q1 		– Sell
-96,615
Closed -$1.91M – 1454
2020
Q4 		$1.91M Buy
96,615
+73,732
+322% +$1.37M 0.2% 137
2020
Q3 		$377K Buy
+22,883
New +$366K 0.06% 434

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