Intrinsic Edge Capital Management’s Installed Building Products IBP Stock Holding History

Intrinsic Edge Capital 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
2024 Q3	–	Sell	-107,828	Closed	-$22.2M	–	140
2024 Q2	$22.2M	Buy	+107,828	New	+$24.3M	2.01%	7
2021 Q2	–	Sell	-46,551	Closed	-$5.16M	–	247
2021 Q1	$5.16M	Hold	46,551	–	–	0.35%	106
2020 Q4	$4.75M	Sell	46,551 -17,138	-27%	-$1.75M	0.35%	97
2020 Q3	$6.48M	Sell	63,689 -42,944	-40%	-$3.68M	0.44%	88
2020 Q2	$7.33M	Buy	106,633 +45,216	+74%	+$2.5M	0.68%	49
2020 Q1	$2.45M	Buy	+61,417	New	+$3.97M	0.32%	94
2017 Q2	–	Sell	-120,225	Closed	-$6.34M	–	130
2017 Q1	$6.34M	Buy	+120,225	New	+$5.41M	1.95%	12

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Intrinsic Edge Capital Management's IBP Position: Q3 2024 in Review

Intrinsic Edge Capital Management sold out of Installed Building Products (IBP) in Q3 2024, closing a stake of 107,828 shares — an estimated $22.2M sold.

Intrinsic Edge Capital Management first reported a position in IBP in Q1 2017 and held it in 7 quarters. The position peaked at $22.2M in Q2 2024. 400 funds tracked by Wall St. Rank hold IBP as of Q3 2024.

Intrinsic Edge Capital Management reported no remaining Installed Building Products position as of Q3 2024 after selling out during the quarter.
Intrinsic Edge Capital Management sold 107,828 Installed Building Products shares in Q3 2024, an estimated $22.2M.
Intrinsic Edge Capital Management first reported a position in Installed Building Products in Q1 2017 and held it in 7 quarters.
Intrinsic Edge Capital Management's Installed Building Products position peaked at $22.2M in Q2 2024.
400 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2024.

Based on Intrinsic Edge Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.