Oppenheimer & Co’s Installed Building Products IBP Stock Holding History

Oppenheimer & Co’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
2022 Q3	–	Sell	-5,005	Closed	-$416K	–	1412
2022 Q2	$416K	Sell	5,005 -8	-0.2%	-$684	0.01%	986
2022 Q1	$423K	Hold	5,013	–	–	0.01%	1068
2021 Q4	$701K	Buy	5,013 +13	+0.3%	+$1.66K	0.01%	910
2021 Q3	$536K	Hold	5,000	–	–	0.01%	990
2021 Q2	$612K	Hold	5,000	–	–	0.01%	936
2021 Q1	$554K	Hold	5,000	–	–	0.01%	922
2020 Q4	$510K	Hold	5,000	–	–	0.01%	875
2020 Q3	$509K	Hold	5,000	–	–	0.01%	797
2020 Q2	$344K	Buy	+5,000	New	+$277K	0.01%	923
2020 Q1	–	Sell	-5,000	Closed	-$344K	–	1254
2019 Q4	$344K	Hold	5,000	–	–	0.01%	975
2019 Q3	$287K	Hold	5,000	–	–	0.01%	999
2019 Q2	$296K	Hold	5,000	–	–	0.01%	1012
2019 Q1	$243K	Buy	+5,000	New	+$214K	0.01%	1134
2018 Q3	–	Sell	-5,000	Closed	-$283K	–	1369
2018 Q2	$283K	Hold	5,000	–	–	0.01%	1079
2018 Q1	$300K	Hold	5,000	–	–	0.01%	1057
2017 Q4	$380K	Hold	5,000	–	–	0.01%	967
2017 Q3	$324K	Hold	5,000	–	–	0.01%	1008
2017 Q2	$265K	Buy	+5,000	New	+$257K	0.01%	1062

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Oppenheimer & Co's IBP Position: Q3 2022 in Review

Oppenheimer & Co sold out of Installed Building Products (IBP) in Q3 2022, closing a stake of 5,005 shares — an estimated $416K sold.

Oppenheimer & Co first reported a position in IBP in Q2 2017 and held it in 18 quarters. The position peaked at $701K in Q4 2021. 214 funds tracked by Wall St. Rank hold IBP as of Q3 2022.

Oppenheimer & Co reported no remaining Installed Building Products position as of Q3 2022 after selling out during the quarter.
Oppenheimer & Co sold 5,005 Installed Building Products shares in Q3 2022, an estimated $416K.
Oppenheimer & Co first reported a position in Installed Building Products in Q2 2017 and held it in 18 quarters.
Oppenheimer & Co's Installed Building Products position peaked at $701K in Q4 2021.
214 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2022.

Based on Oppenheimer & Co's 13F filing for Q3 2022, filed 14 Nov 2022.