Soapstone Management’s BMC Stock Holdings, Inc BMCH Stock Holding History

Soapstone Management’s Portfolio BMCH Stock Details BMCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-275,000	Closed	-$14.8M	–	21
2020 Q4	$14.8M	Sell	275,000 -25,000	-8%	-$1.16M	6.35%	7
2020 Q3	$12.8M	Sell	300,000 -100,000	-25%	-$3.29M	6.31%	7
2020 Q2	$10.1M	Hold	400,000	–	–	5.79%	7
2020 Q1	$7.09M	Buy	400,000 +75,000	+23%	+$1.96M	6.11%	8
2019 Q4	$9.32M	Sell	325,000 -100,000	-24%	-$2.81M	5.93%	7
2019 Q3	$11.1M	Sell	425,000 -29,142	-6%	-$694K	6.06%	6
2019 Q2	$9.63M	Sell	454,142 -145,858	-24%	-$3.03M	5.23%	8
2019 Q1	$10.6M	Hold	600,000	–	–	5.17%	9
2018 Q4	$9.29M	Buy	600,000 +100,000	+20%	+$1.66M	5.58%	7
2018 Q3	$9.32M	Sell	500,000 -125,000	-20%	-$2.71M	4.99%	9
2018 Q2	$13M	Buy	625,000 +200,000	+47%	+$3.97M	6.68%	6
2018 Q1	$8.31M	Buy	425,000 +225,000	+113%	+$4.81M	4.99%	8
2017 Q4	$5.06M	Buy	+200,000	New	+$4.48M	3.56%	10

Soapstone Management's BMCH Position: Q1 2021 in Review

Soapstone Management sold out of BMC Stock Holdings, Inc (BMCH) in Q1 2021, closing a stake of 275,000 shares — an estimated $14.8M sold.

Soapstone Management first reported a position in BMCH in Q4 2017 and held it in 13 quarters. The position peaked at $14.8M in Q4 2020. 0 funds tracked by Wall St. Rank hold BMCH as of Q1 2021.

Soapstone Management reported no remaining BMC Stock Holdings, Inc position as of Q1 2021 after selling out during the quarter.
Soapstone Management sold 275,000 BMC Stock Holdings, Inc shares in Q1 2021, an estimated $14.8M.
Soapstone Management first reported a position in BMC Stock Holdings, Inc in Q4 2017 and held it in 13 quarters.
Soapstone Management's BMC Stock Holdings, Inc position peaked at $14.8M in Q4 2020.
0 funds tracked by Wall St. Rank held BMC Stock Holdings, Inc as of Q1 2021.

Based on Soapstone Management's 13F filing for Q1 2021, filed 17 May 2021.