Wolff Wiese Magana’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Wolff Wiese Magana’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	-107	Closed	-$5.42K	–	1040
2024 Q4	$5.42K	Hold	107	–	–	﹤0.01%	539
2024 Q3	$4.18K	Buy	+107	New	+$4.11K	﹤0.01%	613

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

Wolff Wiese Magana's SUM Position: Q1 2025 in Review

Wolff Wiese Magana sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 107 shares — an estimated $5.42K sold.

Wolff Wiese Magana first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $5.42K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Wolff Wiese Magana reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Wolff Wiese Magana sold 107 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $5.42K.
Wolff Wiese Magana first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
Wolff Wiese Magana's Summit Materials, Inc. Class A Common Stock position peaked at $5.42K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Wolff Wiese Magana's 13F filing for Q1 2025, filed 22 Apr 2025.