RIL
BECN

Rothschild Investment LLC’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Rothschild Investment LLC’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-70
Closed -$7.11K – 3103
2024
Q4 		$7.11K Buy
70
+20
+40% +$2.02K ﹤0.01% 1232
2024
Q3 		$4.32K Buy
50
+10
+25% +$891 ﹤0.01% 1355
2024
Q2 		$3.62K Buy
40
+35
+700% +$3.38K ﹤0.01% 1255
2024
Q1 		$490 Buy
+5
New +$434 ﹤0.01% 1366

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rothschild Investment LLC's BECN Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2025, closing a stake of 70 shares — an estimated $7.11K sold.

Rothschild Investment LLC first reported a position in BECN in Q1 2024 and held it in 4 quarters. The position peaked at $7.11K in Q4 2024. 329 funds tracked by Wall St. Rank hold BECN as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 70 Beacon Roofing Supply, Inc. shares in Q1 2025, an estimated $7.11K.
  • Rothschild Investment LLC first reported a position in Beacon Roofing Supply, Inc. in Q1 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Beacon Roofing Supply, Inc. position peaked at $7.11K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.