WBC
SUM

Westpac Banking Corp’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Westpac Banking Corp’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
-4,164
Closed -$163K – 507
2024
Q3 		$163K Sell
4,164
-48
-1% -$1.84K 0.01% 393
2024
Q2 		$154K Buy
+4,212
New +$165K 0.01% 348
2016
Q4 		– Sell
-24,338
Closed -$433K – 847
2016
Q3 		$433K Buy
24,338
+3,270
+16% +$63.3K ﹤0.01% 716
2016
Q2 		$413K Buy
+21,068
New +$421K ﹤0.01% 762

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westpac Banking Corp's SUM Position: Q4 2024 in Review

Westpac Banking Corp sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2024, closing a stake of 4,164 shares — an estimated $163K sold.

Westpac Banking Corp first reported a position in SUM in Q2 2016 and held it in 4 quarters. The position peaked at $433K in Q3 2016. 396 funds tracked by Wall St. Rank hold SUM as of Q4 2024.

  • Westpac Banking Corp reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • Westpac Banking Corp sold 4,164 Summit Materials, Inc. Class A Common Stock shares in Q4 2024, an estimated $163K.
  • Westpac Banking Corp first reported a position in Summit Materials, Inc. Class A Common Stock in Q2 2016 and held it in 4 quarters.
  • Westpac Banking Corp's Summit Materials, Inc. Class A Common Stock position peaked at $433K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2024.

Based on Westpac Banking Corp's 13F filing for Q4 2024, filed 12 Feb 2025.