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Ellsworth Advisors’s Installed Building Products IBP Stock Holding History

Ellsworth 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
Q4 		– Sell
-4,126
Closed -$442K – 161
2021
Q3 		$442K Buy
4,126
+197
+5% +$23.5K 0.2% 103
2021
Q2 		$481K Buy
3,929
+251
+7% +$30.6K 0.24% 84
2021
Q1 		$408K Buy
+3,678
New +$418K 0.25% 88

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

Ellsworth Advisors's IBP Position: Q4 2021 in Review

Ellsworth Advisors sold out of Installed Building Products (IBP) in Q4 2021, closing a stake of 4,126 shares — an estimated $442K sold.

Ellsworth Advisors first reported a position in IBP in Q1 2021 and held it in 3 quarters. The position peaked at $481K in Q2 2021. 225 funds tracked by Wall St. Rank hold IBP as of Q4 2021.

  • Ellsworth Advisors reported no remaining Installed Building Products position as of Q4 2021 after selling out during the quarter.
  • Ellsworth Advisors sold 4,126 Installed Building Products shares in Q4 2021, an estimated $442K.
  • Ellsworth Advisors first reported a position in Installed Building Products in Q1 2021 and held it in 3 quarters.
  • Ellsworth Advisors's Installed Building Products position peaked at $481K in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2021.

Based on Ellsworth Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.