Telemus Capital’s Builders FirstSource BLDR Stock Holding History

Telemus Capital’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$8.76M	Buy	52,468 +1,676	+3%	+$223K	0.72%	35
2023 Q3	$6.32M	Sell	50,792 -1,953	-4%	-$269K	0.59%	50
2023 Q2	$7.17M	Buy	52,745 +568	+1%	+$63.2K	0.61%	47
2023 Q1	$4.63M	Sell	52,177 -14,729	-22%	-$1.17M	0.41%	70
2022 Q4	$4.5M	Sell	66,906 -1,785	-3%	-$111K	0.41%	67
2022 Q3	$4.05M	Sell	68,691 -722	-1%	-$45.1K	0.42%	64
2022 Q2	$3.73M	Sell	69,413 -935	-1%	-$57.3K	0.36%	72
2022 Q1	$4.54M	Sell	70,348 -231	-0.3%	-$16.8K	0.4%	69
2021 Q4	$6.05M	Buy	70,579 +219	+0.3%	+$14.8K	0.49%	54
2021 Q3	$3.64M	Buy	+70,360	New	+$3.44M	0.31%	82

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return