UMB Bank’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

UMB Bank’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	-176	Closed	-$8.91K	–	2190
2024 Q4	$8.91K	Hold	176	–	–	﹤0.01%	1505
2024 Q3	$6.87K	Sell	176 -152	-46%	-$5.84K	﹤0.01%	1619
2024 Q2	$12K	Sell	328 -28	-8%	-$1.1K	﹤0.01%	1226
2024 Q1	$15.9K	Hold	356	–	–	﹤0.01%	1165
2023 Q4	$13.7K	Hold	356	–	–	﹤0.01%	1189
2023 Q3	$11.1K	Hold	356	–	–	﹤0.01%	1267
2023 Q2	$13.5K	Hold	356	–	–	﹤0.01%	1207
2023 Q1	$10.1K	Sell	356 -1	-0.3%	-$30	﹤0.01%	1288
2022 Q4	$10K	Sell	357 -63	-15%	-$1.74K	﹤0.01%	1321
2022 Q3	$10K	Sell	420 -463	-52%	-$12.4K	﹤0.01%	1327
2022 Q2	$21K	Hold	883	–	–	﹤0.01%	1168
2022 Q1	$27K	Hold	883	–	–	﹤0.01%	1161
2021 Q4	$35K	Buy	+883	New	+$32.3K	﹤0.01%	1104

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

UMB Bank's SUM Position: Q1 2025 in Review

UMB Bank sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 176 shares — an estimated $8.91K sold.

UMB Bank first reported a position in SUM in Q4 2021 and held it in 13 quarters. The position peaked at $35K in Q4 2021. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

UMB Bank reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
UMB Bank sold 176 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $8.91K.
UMB Bank first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2021 and held it in 13 quarters.
UMB Bank's Summit Materials, Inc. Class A Common Stock position peaked at $35K in Q4 2021.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.