Neuberger Berman Group
SUM

Neuberger Berman Group’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Neuberger Berman Group’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
-1,026,433
Closed -$51.9M – 2084
2024
Q4 		$51.9M Buy
+1,026,433
New +$48M 0.04% 433
2015
Q4 		– Sell
-48,947
Closed -$867K – 1573
2015
Q3 		$867K Sell
48,947
-53,780
-52% -$1.24M ﹤0.01% 1192
2015
Q2 		$2.47M Buy
102,727
+1,011
+1% +$24K ﹤0.01% 1028
2015
Q1 		$2.13M Buy
+101,716
New +$2.07M ﹤0.01% 1065

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