Ergoteles’s Installed Building Products IBP Stock Holding History

Ergoteles’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 Q4	–	Sell	-2,491	Closed	-$202K	–	1654
2022 Q3	$202K	Sell	2,491 -5,277	-68%	-$488K	0.01%	1172
2022 Q2	$646K	Buy	+7,768	New	+$664K	0.02%	721

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VBA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ergoteles's IBP Position: Q4 2022 in Review

Ergoteles sold out of Installed Building Products (IBP) in Q4 2022, closing a stake of 2,491 shares — an estimated $202K sold.

Ergoteles first reported a position in IBP in Q2 2022 and held it in 2 quarters. The position peaked at $646K in Q2 2022. 228 funds tracked by Wall St. Rank hold IBP as of Q4 2022.

Ergoteles reported no remaining Installed Building Products position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 2,491 Installed Building Products shares in Q4 2022, an estimated $202K.
Ergoteles first reported a position in Installed Building Products in Q2 2022 and held it in 2 quarters.
Ergoteles's Installed Building Products position peaked at $646K in Q2 2022.
228 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.