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Alera Investment Advisors’s Installed Building Products IBP Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$249K Buy
+1,012
New +$229K 0.03% 234
2019
Q2 		– Sell
-33
Closed -$2K – 496
2019
Q1 		$2K Hold
33
– – ﹤0.01% 824
2018
Q4 		$1K Buy
+33
New +$1.15K ﹤0.01% 924

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Alera Investment Advisors's IBP Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Installed Building Products (IBP) in Q3 2024: 1,012 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in IBP as recently as Q1 2019.

Alera Investment Advisors first reported a position in IBP in Q4 2018 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold IBP as of Q3 2024.

  • Alera Investment Advisors held 1,012 shares of Installed Building Products worth $249K as of Q3 2024.
  • Installed Building Products was a new Alera Investment Advisors position in Q3 2024.
  • Installed Building Products made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #234 holding.
  • Alera Investment Advisors first reported a position in Installed Building Products in Q4 2018 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.