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Sageworth Trust’s Installed Building Products IBP Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-25
Closed -$2.85K – 246
2023
Q1 		$2.85K Hold
25
– – ﹤0.01% 426
2022
Q4 		$2K Hold
25
– – ﹤0.01% 349
2022
Q3 		$2K Hold
25
– – ﹤0.01% 312
2022
Q2 		$2K Hold
25
– – ﹤0.01% 344
2022
Q1 		$2K Hold
25
– – ﹤0.01% 313
2021
Q4 		$3K Sell
25
-85
-77% -$10.9K ﹤0.01% 511
2021
Q3 		$12K Hold
110
– – ﹤0.01% 505
2021
Q2 		$13K Buy
+110
New +$13.4K ﹤0.01% 525

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sageworth Trust's IBP Position: Q2 2023 in Review

Sageworth Trust sold out of Installed Building Products (IBP) in Q2 2023, closing a stake of 25 shares — an estimated $2.85K sold.

Sageworth Trust first reported a position in IBP in Q2 2021 and held it in 8 quarters. The position peaked at $13K in Q2 2021. 270 funds tracked by Wall St. Rank hold IBP as of Q2 2023.

  • Sageworth Trust reported no remaining Installed Building Products position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 25 Installed Building Products shares in Q2 2023, an estimated $2.85K.
  • Sageworth Trust first reported a position in Installed Building Products in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Installed Building Products position peaked at $13K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.