Institutional & Family Asset Management’s Builders FirstSource BLDR Stock Holding History

Institutional & Family Asset Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$6.64K	Buy	48 +35	+269%	+$5.94K	﹤0.01%	462
2024 Q1	$2.71K	Buy	+13	New	+$2.4K	﹤0.01%	556
2023 Q3	–	Sell	-7	Closed	-$952	–	719
2023 Q2	$952	Buy	+7	New	+$778	﹤0.01%	633
2020 Q3	–	Sell	-98	Closed	-$2K	–	836
2020 Q2	$2K	Sell	98 -29	-23%	-$524	﹤0.01%	675
2020 Q1	$2K	Hold	127	–	–	﹤0.01%	625
2019 Q4	$3K	Hold	127	–	–	﹤0.01%	644
2019 Q3	$3K	Buy	127 +1	+0.8%	+$19	﹤0.01%	613
2019 Q2	$2K	Hold	126	–	–	﹤0.01%	691
2019 Q1	$2K	Hold	126	–	–	﹤0.01%	694
2018 Q4	$1K	Hold	126	–	–	﹤0.01%	748
2018 Q3	$2K	Hold	126	–	–	﹤0.01%	716
2018 Q2	$2K	Hold	126	–	–	﹤0.01%	704
2018 Q1	$2K	Buy	+126	New	+$2.67K	﹤0.01%	701

Other funds holding BLDR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Institutional & Family Asset Management's BLDR Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Builders FirstSource (BLDR) stake by 269% in Q2 2024, buying an estimated $5.94K and bringing the position to 48 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Institutional & Family Asset Management first reported a position in BLDR in Q1 2018 and has held it in 13 quarters since. 774 funds tracked by Wall St. Rank hold BLDR as of Q2 2024.

Institutional & Family Asset Management held 48 shares of Builders FirstSource worth $6.64K as of Q2 2024.
Institutional & Family Asset Management bought 35 Builders FirstSource shares in Q2 2024, an estimated $5.94K.
Builders FirstSource made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #462 holding.
Institutional & Family Asset Management first reported a position in Builders FirstSource in Q1 2018 and has held it in 13 quarters since.
774 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.