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Meritage Portfolio Management’s Installed Building Products IBP Stock Holding History

Meritage Portfolio 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
-5,156
Closed -$1.06M – 339
2024
Q2 		$1.06M Buy
5,156
+57
+1% +$12.8K 0.07% 198
2024
Q1 		$1.32M Sell
5,099
-481
-9% -$103K 0.08% 186
2023
Q4 		$1.02M Buy
5,580
+294
+6% +$41.3K 0.07% 195
2023
Q3 		$660K Buy
5,286
+274
+5% +$38.7K 0.05% 220
2023
Q2 		$702K Buy
5,012
+1,524
+44% +$179K 0.05% 210
2023
Q1 		$398K Buy
+3,488
New +$376K 0.03% 226
2022
Q1 		– Sell
-3,755
Closed -$525K – 359
2021
Q4 		$525K Buy
3,755
+258
+7% +$33K 0.03% 216
2021
Q3 		$375K Buy
3,497
+851
+32% +$101K 0.02% 227
2021
Q2 		$324K Buy
2,646
+416
+19% +$50.7K 0.02% 242
2021
Q1 		$247K Buy
+2,230
New +$253K 0.02% 253

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Meritage Portfolio Management's IBP Position: Q3 2024 in Review

Meritage Portfolio Management sold out of Installed Building Products (IBP) in Q3 2024, closing a stake of 5,156 shares — an estimated $1.06M sold.

Meritage Portfolio Management first reported a position in IBP in Q1 2021 and held it in 10 quarters. The position peaked at $1.32M in Q1 2024. 400 funds tracked by Wall St. Rank hold IBP as of Q3 2024.

  • Meritage Portfolio Management reported no remaining Installed Building Products position as of Q3 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 5,156 Installed Building Products shares in Q3 2024, an estimated $1.06M.
  • Meritage Portfolio Management first reported a position in Installed Building Products in Q1 2021 and held it in 10 quarters.
  • Meritage Portfolio Management's Installed Building Products position peaked at $1.32M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2024.

Based on Meritage Portfolio Management's 13F filing for Q3 2024, filed 4 Nov 2024.