Van Den Berg Management I’s BMC Stock Holdings, Inc BMCH Stock Holding History

Van Den Berg Management I’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
2020 Q2	–	Sell	-31,240	Closed	-$554K	–	68
2020 Q1	$554K	Buy	+31,240	New	+$815K	0.15%	45
2019 Q3	–	Sell	-99,660	Closed	-$2.11M	–	67
2019 Q2	$2.11M	Hold	99,660	–	–	0.32%	43
2019 Q1	$1.76M	Buy	99,660 +30,000	+43%	+$520K	0.24%	49
2018 Q4	$1.08M	Hold	69,660	–	–	0.16%	51
2018 Q3	$1.3M	Hold	69,660	–	–	0.14%	59
2018 Q2	$1.45M	Hold	69,660	–	–	0.15%	61
2018 Q1	$1.36M	Buy	+69,660	New	+$1.49M	0.16%	60

Other funds holding BMCH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Van Den Berg Management I's BMCH Position: Q2 2020 in Review

Van Den Berg Management I sold out of BMC Stock Holdings, Inc (BMCH) in Q2 2020, closing a stake of 31,240 shares — an estimated $554K sold.

Van Den Berg Management I first reported a position in BMCH in Q1 2018 and held it in 7 quarters. The position peaked at $2.11M in Q2 2019. 189 funds tracked by Wall St. Rank hold BMCH as of Q2 2020.

Van Den Berg Management I reported no remaining BMC Stock Holdings, Inc position as of Q2 2020 after selling out during the quarter.
Van Den Berg Management I sold 31,240 BMC Stock Holdings, Inc shares in Q2 2020, an estimated $554K.
Van Den Berg Management I first reported a position in BMC Stock Holdings, Inc in Q1 2018 and held it in 7 quarters.
Van Den Berg Management I's BMC Stock Holdings, Inc position peaked at $2.11M in Q2 2019.
189 funds tracked by Wall St. Rank held BMC Stock Holdings, Inc as of Q2 2020.

Based on Van Den Berg Management I's 13F filing for Q2 2020, filed 4 Aug 2020.