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 – 1572
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 $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $20.6B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group's SUM Position: Q1 2025 in Review

Neuberger Berman Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 1,026,433 shares — an estimated $51.9M sold.

Neuberger Berman Group first reported a position in SUM in Q1 2015 and held it in 4 quarters. The position peaked at $51.9M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Neuberger Berman Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 1,026,433 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $51.9M.
  • Neuberger Berman Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2015 and held it in 4 quarters.
  • Neuberger Berman Group's Summit Materials, Inc. Class A Common Stock position peaked at $51.9M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.