NA
SUM

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

NewEdge 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
-674
Closed -$34.1K – 4143
2024
Q4 		$34.1K Hold
674
– – ﹤0.01% 2651
2024
Q3 		$26.3K Hold
674
– – ﹤0.01% 2639
2024
Q2 		$24.7K Sell
674
-16,097
-96% -$632K ﹤0.01% 2567
2024
Q1 		$747K Buy
16,771
+16,062
+2,265% +$635K 0.01% 1142
2023
Q4 		$27.3K Hold
709
– – ﹤0.01% 2457
2023
Q3 		$22.1K Hold
709
– – ﹤0.01% 2354
2023
Q2 		$26.8K Sell
709
-197
-22% -$6.1K ﹤0.01% 2292
2023
Q1 		$25.8K Sell
906
-238
-21% -$7.2K ﹤0.01% 2246
2022
Q4 		$5.14K Buy
+1,144
New +$31.5K ﹤0.01% 2578

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

NewEdge Advisors's SUM Position: Q1 2025 in Review

NewEdge Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 674 shares — an estimated $34.1K sold.

NewEdge Advisors first reported a position in SUM in Q4 2022 and held it in 9 quarters. The position peaked at $747K in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • NewEdge Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 674 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $34.1K.
  • NewEdge Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • NewEdge Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $747K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.