MA
SUM

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

MONECO 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
2025
Q1 		– Sell
-5,122
Closed -$259K – 502
2024
Q4 		$259K Buy
+5,122
New +$239K 0.03% 398
2024
Q2 		– Sell
-5,310
Closed -$237K – 449
2024
Q1 		$237K Buy
5,310
+94
+2% +$3.72K 0.04% 366
2023
Q4 		$201K Buy
+5,216
New +$181K 0.04% 372
2023
Q3 		– Sell
-5,616
Closed -$213K – 355
2023
Q2 		$213K Buy
+5,616
New +$174K 0.06% 312

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

MONECO Advisors's SUM Position: Q1 2025 in Review

MONECO Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 5,122 shares — an estimated $259K sold.

MONECO Advisors first reported a position in SUM in Q2 2023 and held it in 4 quarters. The position peaked at $259K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • MONECO Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • MONECO Advisors sold 5,122 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $259K.
  • MONECO Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2023 and held it in 4 quarters.
  • MONECO Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $259K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.