SCM
SUM

Sterling Capital Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Sterling Capital 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
-3,866
Closed -$196K – 3243
2024
Q4 		$196K Buy
3,866
+3,449
+827% +$161K ﹤0.01% 1275
2024
Q3 		$16.3K Buy
+417
New +$16K ﹤0.01% 1491
2016
Q1 		– Sell
-53,917
Closed -$1.03M – 998
2015
Q4 		$1.03M Buy
53,917
+16,288
+43% +$332K 0.01% 531
2015
Q3 		$667K Buy
+37,629
New +$867K 0.01% 634

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