NG
SUM

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

Norden 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
-20,152
Closed -$1.02M – 576
2024
Q4 		$1.02M Buy
20,152
+2,669
+15% +$125K 0.12% 184
2024
Q3 		$682K Sell
17,483
-2,376
-12% -$91.3K 0.08% 269
2024
Q2 		$727K Buy
19,859
+4,701
+31% +$184K 0.15% 147
2024
Q1 		$676K Buy
15,158
+4,467
+42% +$177K 0.14% 167
2023
Q4 		$411K Buy
10,691
+4,071
+61% +$141K 0.07% 162
2023
Q3 		$206K Buy
+6,620
New +$236K 0.07% 234

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

Norden Group's SUM Position: Q1 2025 in Review

Norden Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 20,152 shares — an estimated $1.02M sold.

Norden Group first reported a position in SUM in Q3 2023 and held it in 6 quarters. The position peaked at $1.02M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Norden Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Norden Group sold 20,152 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.02M.
  • Norden Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2023 and held it in 6 quarters.
  • Norden Group's Summit Materials, Inc. Class A Common Stock position peaked at $1.02M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Norden Group's 13F filing for Q1 2025, filed 7 May 2025.