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Caldwell Investment Management’s Installed Building Products IBP Stock Holding History

Caldwell Investment Management’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
2022
Q1 		– Sell
-9,300
Closed -$1.29M – 36
2021
Q4 		$1.29M Buy
+9,300
New +$1.19M 1.01% 25

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Caldwell Investment Management's IBP Position: Q1 2022 in Review

Caldwell Investment Management sold out of Installed Building Products (IBP) in Q1 2022, closing a stake of 9,300 shares — an estimated $1.29M sold.

Caldwell Investment Management first reported a position in IBP in Q4 2021 and held it in 1 quarter. The position peaked at $1.29M in Q4 2021. 217 funds tracked by Wall St. Rank hold IBP as of Q1 2022.

  • Caldwell Investment Management reported no remaining Installed Building Products position as of Q1 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 9,300 Installed Building Products shares in Q1 2022, an estimated $1.29M.
  • Caldwell Investment Management first reported a position in Installed Building Products in Q4 2021 and held it in 1 quarter.
  • Caldwell Investment Management's Installed Building Products position peaked at $1.29M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2022.

Based on Caldwell Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.