WCA
SUM

Westover Capital Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Westover Capital Advisors’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
-45,602
Closed -$2.31M – 257
2024
Q4 		$2.31M Sell
45,602
-612
-1% -$28.6K 0.51% 47
2024
Q3 		$1.8M Buy
46,214
+2,845
+7% +$109K 0.35% 64
2024
Q2 		$1.59M Sell
43,369
-812
-2% -$31.9K 0.41% 60
2024
Q1 		$1.97M Sell
44,181
-518
-1% -$20.5K 0.58% 52
2023
Q4 		$1.72M Buy
44,699
+33,263
+291% +$1.15M 0.56% 49
2023
Q3 		$356K Buy
+11,436
New +$407K 0.13% 126

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

Westover Capital Advisors's SUM Position: Q1 2025 in Review

Westover Capital Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 45,602 shares — an estimated $2.31M sold.

Westover Capital Advisors first reported a position in SUM in Q3 2023 and held it in 6 quarters. The position peaked at $2.31M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Westover Capital Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 45,602 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.31M.
  • Westover Capital Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2023 and held it in 6 quarters.
  • Westover Capital Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $2.31M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.