UBS Group
SUM

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

UBS 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
2024
Q4 		– Sell
-1,000,000
Closed -$39M – 10599
2024
Q3 		$39M Buy
+1,000,000
New +$38.4M 0.01% 1333

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's SUM Position: Q1 2025 in Review

UBS Group sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 871,852 shares — an estimated $44.1M sold.

UBS Group first reported a position in SUM in Q4 2015 and held it in 37 quarters. The position peaked at $44.1M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • UBS Group reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 871,852 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $44.1M.
  • UBS Group first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2015 and held it in 37 quarters.
  • UBS Group's Summit Materials, Inc. Class A Common Stock position peaked at $44.1M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

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