Yelin Lapidot Holdings Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Yelin Lapidot Holdings 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	-9,152	Closed	-$463K	–	105
2024 Q4	$463K	Hold	9,152	–	–	0.08%	72
2024 Q3	$357K	Hold	9,152	–	–	0.06%	74
2024 Q2	$335K	Hold	9,152	–	–	0.06%	75
2024 Q1	$408K	Hold	9,152	–	–	0.08%	72
2023 Q4	$352K	Hold	9,152	–	–	0.09%	68
2023 Q3	$287K	Buy	+9,152	New	+$326K	0.07%	73

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 $5.54B AUM 27.43% 1-Year Est. Return

HNB

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

Yelin Lapidot Holdings Management's SUM Position: Q1 2025 in Review

Yelin Lapidot Holdings Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 9,152 shares — an estimated $463K sold.

Yelin Lapidot Holdings Management first reported a position in SUM in Q3 2023 and held it in 6 quarters. The position peaked at $463K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Yelin Lapidot Holdings Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Yelin Lapidot Holdings Management sold 9,152 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $463K.
Yelin Lapidot Holdings Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2023 and held it in 6 quarters.
Yelin Lapidot Holdings Management's Summit Materials, Inc. Class A Common Stock position peaked at $463K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Yelin Lapidot Holdings Management's 13F filing for Q1 2025, filed 28 Apr 2025.