BFSG LLC’s Installed Building Products IBP Stock Holding History

BFSG LLC’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 Q4	–	Sell	-4,256	Closed	-$1.05M	–	677
2024 Q3	$1.05M	Buy	+4,256	New	+$963K	0.12%	150

Other funds holding IBP

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFSG LLC's IBP Position: Q4 2024 in Review

BFSG LLC sold out of Installed Building Products (IBP) in Q4 2024, closing a stake of 4,256 shares — an estimated $1.05M sold.

BFSG LLC first reported a position in IBP in Q3 2024 and held it in 1 quarter. The position peaked at $1.05M in Q3 2024. 364 funds tracked by Wall St. Rank hold IBP as of Q4 2024.

BFSG LLC reported no remaining Installed Building Products position as of Q4 2024 after selling out during the quarter.
BFSG LLC sold 4,256 Installed Building Products shares in Q4 2024, an estimated $1.05M.
BFSG LLC first reported a position in Installed Building Products in Q3 2024 and held it in 1 quarter.
BFSG LLC's Installed Building Products position peaked at $1.05M in Q3 2024.
364 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2024.

Based on BFSG LLC's 13F filing for Q4 2024, filed 31 Jan 2025.