ACR Alpine Capital Research’s Installed Building Products IBP Stock Holding History

ACR Alpine Capital Research’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,920	Closed	-$614K	–	40
2023 Q3	$614K	Sell	4,920 -1,400	-22%	-$198K	0.02%	33
2023 Q2	$886K	Sell	6,320 -9	-0.1%	-$1.06K	0.03%	29
2023 Q1	$722K	Buy	6,329 +310	+5%	+$33.4K	0.03%	32
2022 Q4	$515K	Sell	6,019 -230	-4%	-$19.4K	0.02%	37
2022 Q3	$506K	Buy	6,249 +79	+1%	+$7.31K	0.03%	37
2022 Q2	$513K	Buy	6,170 +144	+2%	+$12.3K	0.02%	37
2022 Q1	$509K	Buy	+6,026	New	+$637K	0.03%	36

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ACR Alpine Capital Research's IBP Position: Q4 2023 in Review

ACR Alpine Capital Research sold out of Installed Building Products (IBP) in Q4 2023, closing a stake of 4,920 shares — an estimated $614K sold.

ACR Alpine Capital Research first reported a position in IBP in Q1 2022 and held it in 7 quarters. The position peaked at $886K in Q2 2023. 338 funds tracked by Wall St. Rank hold IBP as of Q4 2023.

ACR Alpine Capital Research reported no remaining Installed Building Products position as of Q4 2023 after selling out during the quarter.
ACR Alpine Capital Research sold 4,920 Installed Building Products shares in Q4 2023, an estimated $614K.
ACR Alpine Capital Research first reported a position in Installed Building Products in Q1 2022 and held it in 7 quarters.
ACR Alpine Capital Research's Installed Building Products position peaked at $886K in Q2 2023.
338 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2023.

Based on ACR Alpine Capital Research's 13F filing for Q4 2023, filed 6 Feb 2024.