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Waddell & Reed Financial’s Installed Building Products IBP Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$10.3M Sell
93,195
-468,547
-83% -$53.2M 0.02% 403
2020
Q4 		$57.3M Sell
561,742
-239,967
-30% -$24.5M 0.12% 196
2020
Q3 		$81.6M Sell
801,709
-1,101
-0.1% -$94.4K 0.2% 140
2020
Q2 		$55.2M Sell
802,810
-31,569
-4% -$1.75M 0.14% 177
2020
Q1 		$33.3M Sell
834,379
-21,031
-2% -$1.36M 0.11% 216
2019
Q4 		$58.9M Buy
855,410
+44,001
+5% +$2.97M 0.15% 183
2019
Q3 		$46.5M Buy
811,409
+517
+0.1% +$29K 0.12% 200
2019
Q2 		$48M Sell
810,892
-436
-0.1% -$23K 0.12% 211
2019
Q1 		$39.3M Buy
811,328
+8,601
+1% +$368K 0.1% 251
2018
Q4 		$27M Sell
802,727
-8,813
-1% -$306K 0.08% 287
2018
Q3 		$31.7M Buy
811,540
+1,096
+0.1% +$55.2K 0.07% 285
2018
Q2 		$45.8M Sell
810,444
-115,590
-12% -$6.85M 0.11% 217
2018
Q1 		$55.6M Buy
926,034
+205,220
+28% +$13.6M 0.13% 184
2017
Q4 		$54.7M Sell
720,814
-10,890
-1% -$754K 0.12% 194
2017
Q3 		$47.4M Buy
731,704
+7,634
+1% +$428K 0.11% 223
2017
Q2 		$38.3M Buy
724,070
+4,710
+0.7% +$242K 0.08% 264
2017
Q1 		$37.9M Sell
719,360
-45,100
-6% -$2.03M 0.08% 260
2016
Q4 		$31.6M Sell
764,460
-32,236
-4% -$1.23M 0.07% 278
2016
Q3 		$28.6M Buy
796,696
+505,196
+173% +$17.6M 0.06% 273
2016
Q2 		$10.6M Buy
291,500
+231,523
+386% +$7.19M 0.02% 387
2016
Q1 		$1.6M Buy
+59,977
New +$1.32M ﹤0.01% 581

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Waddell & Reed Financial's IBP Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Installed Building Products (IBP) stake by 83% in Q1 2021, selling an estimated $53.2M and leaving 93,195 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #403.

Waddell & Reed Financial first reported a position in IBP in Q1 2016 and has held it in 21 quarters since. The position peaked at $81.6M in Q3 2020. 220 funds tracked by Wall St. Rank hold IBP as of Q1 2021.

  • Waddell & Reed Financial held 93,195 shares of Installed Building Products worth $10.3M as of Q1 2021.
  • Waddell & Reed Financial sold 468,547 Installed Building Products shares in Q1 2021, an estimated $53.2M.
  • Installed Building Products made up 0.02% of Waddell & Reed Financial's portfolio in Q1 2021, its #403 holding.
  • Waddell & Reed Financial first reported a position in Installed Building Products in Q1 2016 and has held it in 21 quarters since.
  • Waddell & Reed Financial's Installed Building Products position peaked at $81.6M in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.