Global Retirement Partners’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Global Retirement Partners’s Portfolio BECN Stock Details BECN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$5.64K	Buy	56 +38	+211%	+$3.83K	﹤0.01%	2628
2024 Q3	$1.56K	Hold	18	–	–	﹤0.01%	3014
2024 Q2	$1.63K	Buy	18 +1	+6%	+$96	﹤0.01%	3044
2024 Q1	$1.67K	Hold	17	–	–	﹤0.01%	2818
2023 Q4	$1.43K	Buy	+17	New	+$1.33K	﹤0.01%	2789
2018 Q4	–	Sell	-166	Closed	-$6K	–	1581
2018 Q3	$6K	Hold	166	–	–	﹤0.01%	1201
2018 Q2	$7K	Buy	+166	New	+$7.64K	﹤0.01%	1115

Other funds holding BECN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's BECN Position: Q4 2024 in Review

Global Retirement Partners increased its Beacon Roofing Supply, Inc. (BECN) stake by 211% in Q4 2024, buying an estimated $3.83K and bringing the position to 56 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Global Retirement Partners first reported a position in BECN in Q2 2018 and has held it in 7 quarters since. The position peaked at $7K in Q2 2018. 328 funds tracked by Wall St. Rank hold BECN as of Q4 2024.

Global Retirement Partners held 56 shares of Beacon Roofing Supply, Inc. worth $5.64K as of Q4 2024.
Global Retirement Partners bought 38 Beacon Roofing Supply, Inc. shares in Q4 2024, an estimated $3.83K.
Beacon Roofing Supply, Inc. made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2628 holding.
Global Retirement Partners first reported a position in Beacon Roofing Supply, Inc. in Q2 2018 and has held it in 7 quarters since.
Global Retirement Partners's Beacon Roofing Supply, Inc. position peaked at $7K in Q2 2018.
328 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.