WAM
SUM

Wolverine Asset Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Wolverine Asset 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
-48,309
Closed -$2.44M – 1992
2024
Q4 		$2.44M Buy
+48,309
New +$2.26M 0.04% 474
2024
Q3 		– Sell
-24,000
Closed -$879K – 1972
2024
Q2 		$879K Buy
+24,000
New +$942K 0.02% 706
2024
Q1 		– Sell
-20,000
Closed -$769K – 2074
2023
Q4 		$769K Buy
+20,000
New +$693K 0.01% 776
2022
Q2 		– Sell
-2,034
Closed -$62K – 2588
2022
Q1 		$62K Buy
+2,034
New +$67.8K ﹤0.01% 1444
2021
Q3 		– Sell
-7,924
Closed -$271K – 2519
2021
Q2 		$271K Sell
7,924
-5,187
-40% -$164K ﹤0.01% 1129
2021
Q1 		$361K Hold
13,111
– – ﹤0.01% 1018
2020
Q4 		$258K Sell
13,111
-3,615
-22% -$67.2K ﹤0.01% 1032
2020
Q3 		$272K Buy
+16,726
New +$268K ﹤0.01% 903

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return