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Berman Capital Advisors’s Installed Building Products IBP Stock Holding History

Berman Capital 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
2021
Q3 		$8K Hold
77
– – ﹤0.01% 1260
2021
Q2 		$9K Hold
77
– – ﹤0.01% 1162
2021
Q1 		$8K Hold
77
– – ﹤0.01% 1104
2020
Q4 		$7K Hold
77
– – ﹤0.01% 1043
2020
Q3 		$7K Hold
77
– – ﹤0.01% 921
2020
Q2 		$5K Buy
77
+50
+185% +$2.77K ﹤0.01% 978
2020
Q1 		$1K Buy
+27
New +$1.75K ﹤0.01% 1308

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Berman Capital Advisors's IBP Position: Q3 2021 in Review

Berman Capital Advisors held its Installed Building Products (IBP) position steady in Q3 2021 at 77 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Berman Capital Advisors first reported a position in IBP in Q1 2020 and has held it in 7 quarters since. The position peaked at $9K in Q2 2021. 221 funds tracked by Wall St. Rank hold IBP as of Q3 2021.

  • Berman Capital Advisors held 77 shares of Installed Building Products worth $8K as of Q3 2021.
  • Berman Capital Advisors left its Installed Building Products share count unchanged in Q3 2021.
  • Installed Building Products made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1260 holding.
  • Berman Capital Advisors first reported a position in Installed Building Products in Q1 2020 and has held it in 7 quarters since.
  • Berman Capital Advisors's Installed Building Products position peaked at $9K in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.