MA
SUM

Montag & Associates’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Montag & Associates’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-46
Closed -$2.34K – 1043
2024
Q4 		$2.34K Hold
46
– – ﹤0.01% 875
2024
Q3 		$1.8K Buy
46
+7
+18% +$275 ﹤0.01% 928
2024
Q2 		$1.44K Buy
+39
New +$1.44K ﹤0.01% 895