Congress Asset Management’s Installed Building Products IBP Stock Holding History

Congress Asset 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
2023 Q3	–	Sell	-1,435	Closed	-$201K	–	381
2023 Q2	$201K	Sell	1,435 -1,622	-53%	-$191K	﹤0.01%	371
2023 Q1	$349K	Sell	3,057 -1,452	-32%	-$156K	﹤0.01%	347
2022 Q4	$386K	Sell	4,509 -5,072	-53%	-$428K	﹤0.01%	351
2022 Q3	$776K	Sell	9,581 -19,956	-68%	-$1.85M	0.01%	311
2022 Q2	$2.46M	Sell	29,537 -24,634	-45%	-$2.11M	0.02%	260
2022 Q1	$4.58M	Sell	54,171 -10,153	-16%	-$1.07M	0.04%	241
2021 Q4	$8.99M	Sell	64,324 -1,268	-2%	-$162K	0.07%	176
2021 Q3	$7.03M	Buy	+65,592	New	+$7.82M	0.05%	196

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management's IBP Position: Q3 2023 in Review

Congress Asset Management sold out of Installed Building Products (IBP) in Q3 2023, closing a stake of 1,435 shares — an estimated $201K sold.

Congress Asset Management first reported a position in IBP in Q3 2021 and held it in 8 quarters. The position peaked at $8.99M in Q4 2021. 303 funds tracked by Wall St. Rank hold IBP as of Q3 2023.

Congress Asset Management reported no remaining Installed Building Products position as of Q3 2023 after selling out during the quarter.
Congress Asset Management sold 1,435 Installed Building Products shares in Q3 2023, an estimated $201K.
Congress Asset Management first reported a position in Installed Building Products in Q3 2021 and held it in 8 quarters.
Congress Asset Management's Installed Building Products position peaked at $8.99M in Q4 2021.
303 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2023.

Based on Congress Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.