State of Wisconsin Investment Board
SUM

State of Wisconsin Investment Board’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

State of Wisconsin Investment Board’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
-11,555
Closed -$585K – 2374
2024
Q4 		$585K Sell
11,555
-7,976
-41% -$373K ﹤0.01% 1737
2024
Q3 		$762K Sell
19,531
-16,900
-46% -$650K ﹤0.01% 1674
2024
Q2 		$1.33M Buy
36,431
+17,640
+94% +$692K ﹤0.01% 1458
2024
Q1 		$838K Buy
18,791
+7,011
+60% +$277K ﹤0.01% 1480
2023
Q4 		$453K Sell
11,780
-1,705
-13% -$59.1K ﹤0.01% 1805
2023
Q3 		$420K Buy
13,485
+4,091
+44% +$146K ﹤0.01% 1899
2023
Q2 		$356K Sell
9,394
-5,520
-37% -$171K ﹤0.01% 1937
2023
Q1 		$425K Sell
14,914
-84
-0.6% -$2.54K ﹤0.01% 1941
2022
Q4 		$426K Sell
14,998
-7,392
-33% -$204K ﹤0.01% 1958
2022
Q3 		$528K Sell
22,390
-7,859
-26% -$211K ﹤0.01% 1950
2022
Q2 		$693K Buy
+30,249
New +$803K ﹤0.01% 1896
2022
Q1 		– Sell
-6,916
Closed -$273K – 2473
2021
Q4 		$273K Buy
+6,916
New +$253K ﹤0.01% 2018

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 $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 $18.1B AUM 24.69% 1-Year Est. Return

State of Wisconsin Investment Board's SUM Position: Q1 2025 in Review

State of Wisconsin Investment Board sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 11,555 shares — an estimated $585K sold.

State of Wisconsin Investment Board first reported a position in SUM in Q4 2021 and held it in 12 quarters. The position peaked at $1.33M in Q2 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • State of Wisconsin Investment Board reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 11,555 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $585K.
  • State of Wisconsin Investment Board first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 12 quarters.
  • State of Wisconsin Investment Board's Summit Materials, Inc. Class A Common Stock position peaked at $1.33M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2025, filed 15 May 2025.