Jacobi Capital Management’s Installed Building Products IBP Stock Holding History

Jacobi 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
2021 Q4	–	Sell	-35	Closed	-$4K	–	814
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	1224
2021 Q2	$4K	Buy	35 +15	+75%	+$1.83K	﹤0.01%	1189
2021 Q1	$2K	Buy	+20	New	+$2.27K	﹤0.01%	1238
2020 Q1	–	Sell	-1,000	Closed	-$69K	–	1159
2019 Q4	$69K	Buy	+1,000	New	+$67.4K	0.01%	407

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

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

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

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

Jacobi Capital Management's IBP Position: Q4 2021 in Review

Jacobi Capital Management sold out of Installed Building Products (IBP) in Q4 2021, closing a stake of 35 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in IBP in Q4 2019 and held it in 4 quarters. The position peaked at $69K in Q4 2019. 225 funds tracked by Wall St. Rank hold IBP as of Q4 2021.

Jacobi Capital Management reported no remaining Installed Building Products position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 35 Installed Building Products shares in Q4 2021, an estimated $4K.
Jacobi Capital Management first reported a position in Installed Building Products in Q4 2019 and held it in 4 quarters.
Jacobi Capital Management's Installed Building Products position peaked at $69K in Q4 2019.
225 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.