Appian Way Asset Management’s Builders FirstSource BLDR Stock Holding History

Appian Way Asset Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-27,600	Closed	-$3.82M	–	35
2024 Q2	$3.82M	Buy	+27,600	New	+$4.69M	0.98%	21
2023 Q4	–	Sell	-40,922	Closed	-$5.09M	–	50
2023 Q3	$5.09M	Buy	+40,922	New	+$5.65M	1.22%	23
2022 Q2	–	Sell	-29,094	Closed	-$1.88M	–	37
2022 Q1	$1.88M	Buy	+29,094	New	+$2.11M	0.85%	28
2021 Q2	–	Sell	-183,312	Closed	-$8.5M	–	49
2021 Q1	$8.5M	Buy	+183,312	New	+$7.8M	4.34%	8
2020 Q4	–	Sell	-153,700	Closed	-$5.01M	–	65
2020 Q3	$5.01M	Buy	+153,700	New	+$4.17M	2.27%	15

Other funds holding BLDR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Appian Way Asset Management's BLDR Position: Q3 2024 in Review

Appian Way Asset Management sold out of Builders FirstSource (BLDR) in Q3 2024, closing a stake of 27,600 shares — an estimated $3.82M sold.

Appian Way Asset Management first reported a position in BLDR in Q3 2020 and held it in 5 quarters. The position peaked at $8.5M in Q1 2021. 829 funds tracked by Wall St. Rank hold BLDR as of Q3 2024.

Appian Way Asset Management reported no remaining Builders FirstSource position as of Q3 2024 after selling out during the quarter.
Appian Way Asset Management sold 27,600 Builders FirstSource shares in Q3 2024, an estimated $3.82M.
Appian Way Asset Management first reported a position in Builders FirstSource in Q3 2020 and held it in 5 quarters.
Appian Way Asset Management's Builders FirstSource position peaked at $8.5M in Q1 2021.
829 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2024.

Based on Appian Way Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.