SAM
SUM

Smartleaf Asset Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Smartleaf Asset Management’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
-677
Closed -$34.2K – 3037
2024
Q4 		$34.2K Buy
677
+97
+17% +$4.53K ﹤0.01% 1362
2024
Q3 		$22.5K Buy
580
+105
+22% +$4.04K ﹤0.01% 1279
2024
Q2 		$17.3K Buy
475
+192
+68% +$7.54K ﹤0.01% 1104
2024
Q1 		$12.5K Buy
+283
New +$11.2K ﹤0.01% 958

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

Smartleaf Asset Management's SUM Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 677 shares — an estimated $34.2K sold.

Smartleaf Asset Management first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $34.2K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 677 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $34.2K.
  • Smartleaf Asset Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Summit Materials, Inc. Class A Common Stock position peaked at $34.2K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.