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Appleton Group’s Builders FirstSource BLDR Stock Holding History

Appleton Group’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
2021
Q3 		– Sell
-8,874
Closed -$379K – 44
2021
Q2 		$379K Sell
8,874
-3,282
-27% -$152K 0.29% 34
2021
Q1 		$564K Buy
+12,156
New +$518K 0.74% 14

Other funds holding BLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Appleton Group's BLDR Position: Q3 2021 in Review

Appleton Group sold out of Builders FirstSource (BLDR) in Q3 2021, closing a stake of 8,874 shares — an estimated $379K sold.

Appleton Group first reported a position in BLDR in Q1 2021 and held it in 2 quarters. The position peaked at $564K in Q1 2021. 403 funds tracked by Wall St. Rank hold BLDR as of Q3 2021.

  • Appleton Group reported no remaining Builders FirstSource position as of Q3 2021 after selling out during the quarter.
  • Appleton Group sold 8,874 Builders FirstSource shares in Q3 2021, an estimated $379K.
  • Appleton Group first reported a position in Builders FirstSource in Q1 2021 and held it in 2 quarters.
  • Appleton Group's Builders FirstSource position peaked at $564K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2021.

Based on Appleton Group's 13F filing for Q3 2021, filed 15 Nov 2021.