WSFS
SUM

Wilmington Savings Fund Society’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Wilmington Savings Fund Society’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
-57
Closed -$2.88K – 2159
2024
Q4 		$2.88K Hold
57
– – ﹤0.01% 1883
2024
Q3 		$2.23K Buy
+57
New +$2.19K ﹤0.01% 1899

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 $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
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
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

Wilmington Savings Fund Society's SUM Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 57 shares — an estimated $2.88K sold.

Wilmington Savings Fund Society first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $2.88K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 57 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.88K.
  • Wilmington Savings Fund Society first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Summit Materials, Inc. Class A Common Stock position peaked at $2.88K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.