VPIM
SUM

Vanguard Personalized Indexing Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Vanguard Personalized Indexing 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
-32,727
Closed -$1.66M – 1930
2024
Q4 		$1.66M Buy
32,727
+7,326
+29% +$342K 0.03% 542
2024
Q3 		$991K Buy
25,401
+4,960
+24% +$191K 0.02% 767
2024
Q2 		$641K Buy
20,441
+1,793
+10% +$70.4K 0.01% 913
2024
Q1 		$831K Buy
18,648
+1,595
+9% +$63.1K 0.02% 751
2023
Q4 		$656K Buy
17,053
+1,619
+10% +$56.1K 0.02% 859
2023
Q3 		$481K Buy
15,434
+1,350
+10% +$48K 0.01% 898
2023
Q2 		$533K Buy
14,084
+2,126
+18% +$65.8K 0.02% 868
2023
Q1 		$341K Buy
+11,958
New +$362K 0.01% 1055

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

Vanguard Personalized Indexing Management's SUM Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 32,727 shares — an estimated $1.66M sold.

Vanguard Personalized Indexing Management first reported a position in SUM in Q1 2023 and held it in 8 quarters. The position peaked at $1.66M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 32,727 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.66M.
  • Vanguard Personalized Indexing Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2023 and held it in 8 quarters.
  • Vanguard Personalized Indexing Management's Summit Materials, Inc. Class A Common Stock position peaked at $1.66M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.