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

Schubert & 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
2023 Q2	–	Sell	-15	Closed	-$1.71K	–	727
2023 Q1	$1.71K	Buy	15 +3	+25%	+$323	﹤0.01%	979
2022 Q4	$1.03K	Hold	12	–	–	﹤0.01%	1167
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1125
2022 Q2	$1K	Buy	12 +6	+100%	+$513	﹤0.01%	1134
2022 Q1	$1K	Buy	6 +1	+20%	+$106	﹤0.01%	738
2021 Q4	$1K	Buy	+5	New	+$640	﹤0.01%	694

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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 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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Schubert & Co's IBP Position: Q2 2023 in Review

Schubert & Co sold out of Installed Building Products (IBP) in Q2 2023, closing a stake of 15 shares — an estimated $1.71K sold.

Schubert & Co first reported a position in IBP in Q4 2021 and held it in 6 quarters. The position peaked at $1.71K in Q1 2023. 270 funds tracked by Wall St. Rank hold IBP as of Q2 2023.

Schubert & Co reported no remaining Installed Building Products position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 15 Installed Building Products shares in Q2 2023, an estimated $1.71K.
Schubert & Co first reported a position in Installed Building Products in Q4 2021 and held it in 6 quarters.
Schubert & Co's Installed Building Products position peaked at $1.71K in Q1 2023.
270 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.