MYIA
SUM

Mount Yale Investment Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Mount Yale Investment 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
-7,411
Closed -$375K – 595
2024
Q4 		$375K Sell
7,411
-41
-0.6% -$1.92K 0.03% 394
2024
Q3 		$291K Buy
7,452
+1,223
+20% +$47K 0.03% 445
2024
Q2 		$228K Sell
6,229
-26
-0.4% -$1.02K 0.02% 498
2024
Q1 		$279K Sell
6,255
-1,006
-14% -$39.8K 0.02% 467
2023
Q4 		$279K Sell
7,261
-69
-0.9% -$2.39K 0.03% 427
2023
Q3 		$228K Sell
7,330
-168
-2% -$5.98K 0.02% 450
2023
Q2 		$284K Sell
7,498
-1,659
-18% -$51.4K 0.03% 404
2023
Q1 		$261K Sell
9,157
-1,253
-12% -$37.9K 0.03% 411
2022
Q4 		$296K Buy
10,410
+103
+1% +$2.84K 0.03% 355
2022
Q3 		$243K Sell
10,307
-143
-1% -$3.84K 0.03% 379
2022
Q2 		$239K Buy
+10,450
New +$277K 0.03% 411
2022
Q1 		– Sell
-8,445
Closed -$333K – 507
2021
Q4 		$333K Sell
8,445
-132
-2% -$4.83K 0.03% 349
2021
Q3 		$270K Buy
8,577
+2,021
+31% +$66K 0.03% 376
2021
Q2 		$225K Sell
6,556
-1,705
-21% -$53.7K 0.03% 387
2021
Q1 		$228K Sell
8,261
-3,321
-29% -$83.5K 0.03% 378
2020
Q4 		$229K Buy
+11,582
New +$215K 0.03% 356

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mount Yale Investment Advisors's SUM Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 7,411 shares — an estimated $375K sold.

Mount Yale Investment Advisors first reported a position in SUM in Q4 2020 and held it in 16 quarters. The position peaked at $375K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,411 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $375K.
  • Mount Yale Investment Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2020 and held it in 16 quarters.
  • Mount Yale Investment Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $375K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.