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Steward Financial Group’s Installed Building Products IBP Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+20
New +$2.83K ﹤0.01% 992
2023
Q2 		– Sell
-22
Closed -$2K – 715
2023
Q1 		$2K Buy
22
+12
+120% +$1.29K ﹤0.01% 498
2022
Q4 		$0 Buy
+10
New +$843 ﹤0.01% 664
2022
Q3 		– Sell
-11
Closed – – 655
2022
Q2 		$0 Buy
+11
New +$940 ﹤0.01% 1150

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Financial Group's IBP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Installed Building Products (IBP) in Q3 2023: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IBP as recently as Q1 2023.

Steward Financial Group first reported a position in IBP in Q2 2022 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold IBP as of Q3 2023.

  • Steward Financial Group held 20 shares of Installed Building Products worth $2K as of Q3 2023.
  • Installed Building Products was a new Steward Financial Group position in Q3 2023.
  • Installed Building Products made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #992 holding.
  • Steward Financial Group first reported a position in Installed Building Products in Q2 2022 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.