Ardevora Asset Management’s TopBuild BLD Stock Holding History

Ardevora Asset Management’s Portfolio BLD Stock Details BLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-217,448	Closed	-$39.4M	–	126
2022 Q1	$39.4M	Buy	217,448 +2,621	+1%	+$587K	0.51%	120
2021 Q4	$59.3M	Sell	214,827 -48,600	-18%	-$12.4M	0.63%	117
2021 Q3	$54M	Sell	263,427 -9,400	-3%	-$1.97M	0.68%	112
2021 Q2	$54M	Buy	272,827 +43,227	+19%	+$8.96M	0.68%	112
2021 Q1	$48.1M	Sell	229,600 -109,800	-32%	-$22.3M	0.72%	102
2020 Q4	$62.5M	Buy	+339,400	New	+$60M	0.96%	25

Other funds holding BLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ardevora Asset Management's BLD Position: Q2 2022 in Review

Ardevora Asset Management sold out of TopBuild (BLD) in Q2 2022, closing a stake of 217,448 shares — an estimated $39.4M sold.

Ardevora Asset Management first reported a position in BLD in Q4 2020 and held it in 6 quarters. The position peaked at $62.5M in Q4 2020. 349 funds tracked by Wall St. Rank hold BLD as of Q2 2022.

Ardevora Asset Management reported no remaining TopBuild position as of Q2 2022 after selling out during the quarter.
Ardevora Asset Management sold 217,448 TopBuild shares in Q2 2022, an estimated $39.4M.
Ardevora Asset Management first reported a position in TopBuild in Q4 2020 and held it in 6 quarters.
Ardevora Asset Management's TopBuild position peaked at $62.5M in Q4 2020.
349 funds tracked by Wall St. Rank held TopBuild as of Q2 2022.

Based on Ardevora Asset Management's 13F filing for Q2 2022, filed 11 Jul 2022.