Voloridge Investment Management
SUM

Voloridge Investment Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Voloridge Investment 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
-1,175,508
Closed -$59.5M – 1411
2024
Q4 		$59.5M Buy
+1,175,508
New +$54.9M 0.21% 141
2024
Q1 		– Sell
-6,056
Closed -$233K – 1391
2023
Q4 		$233K Sell
6,056
-102,562
-94% -$3.56M ﹤0.01% 1102
2023
Q3 		$3.38M Buy
+108,618
New +$3.87M 0.02% 773
2022
Q4 		– Sell
-10,534
Closed -$248K – 1676
2022
Q3 		$248K Buy
+10,534
New +$283K ﹤0.01% 1344
2021
Q4 		– Sell
-16,074
Closed -$505K – 1897
2021
Q3 		$505K Buy
16,074
+2,498
+18% +$81.6K ﹤0.01% 1460
2021
Q2 		$465K Sell
13,576
-30,346
-69% -$957K ﹤0.01% 1454
2021
Q1 		$1.21M Buy
43,922
+31,904
+265% +$802K 0.01% 965
2020
Q4 		$237K Sell
12,018
-144,168
-92% -$2.68M ﹤0.01% 1247
2020
Q3 		$2.54M Buy
+156,186
New +$2.5M 0.02% 643
2020
Q2 		– Sell
-58,458
Closed -$862K – 1557
2020
Q1 		$862K Buy
+58,458
New +$1.14M 0.02% 552
2018
Q4 		– Sell
-153,705
Closed -$2.75M – 508
2018
Q3 		$2.75M Buy
+153,705
New +$3.34M 0.06% 188
2017
Q4 		– Sell
-23,167
Closed -$720K – 633
2017
Q3 		$720K Sell
23,167
-97,802
-81% -$2.78M 0.02% 337
2017
Q2 		$3.39M Buy
120,969
+102,872
+568% +$2.68M 0.08% 226
2017
Q1 		$434K Sell
18,097
-185,628
-91% -$4.36M 0.01% 431
2016
Q4 		$4.7M Buy
+203,725
New +$4.27M 0.1% 259

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

Voloridge Investment Management's SUM Position: Q1 2025 in Review

Voloridge Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 1,175,508 shares — an estimated $59.5M sold.

Voloridge Investment Management first reported a position in SUM in Q4 2016 and held it in 15 quarters. The position peaked at $59.5M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Voloridge Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 1,175,508 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $59.5M.
  • Voloridge Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2016 and held it in 15 quarters.
  • Voloridge Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $59.5M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Voloridge Investment Management's 13F filing for Q1 2025, filed 15 May 2025.