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Westwood Holdings Group’s Installed Building Products IBP Stock Holding History

Westwood Holdings 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
Q1 		– Sell
-5,463
Closed -$468K – 540
2022
Q4 		$468K Buy
+5,463
New +$461K ﹤0.01% 414
2020
Q3 		– Sell
-204,655
Closed -$14.1M – 414
2020
Q2 		$14.1M Sell
204,655
-245,329
-55% -$13.6M 0.19% 169
2020
Q1 		$17.9M Sell
449,984
-116,621
-21% -$7.55M 0.27% 121
2019
Q4 		$39M Sell
566,605
-123,605
-18% -$8.34M 0.42% 64
2019
Q3 		$39.6M Sell
690,210
-96,478
-12% -$5.42M 0.44% 62
2019
Q2 		$46.6M Sell
786,688
-170,972
-18% -$9.01M 0.51% 53
2019
Q1 		$46.4M Sell
957,660
-123,550
-11% -$5.29M 0.48% 56
2018
Q4 		$36.4M Sell
1,081,210
-8,604
-0.8% -$299K 0.42% 64
2018
Q3 		$42.5M Buy
1,089,814
+190,596
+21% +$9.6M 0.37% 81
2018
Q2 		$50.9M Buy
899,218
+127,521
+17% +$7.56M 0.43% 73
2018
Q1 		$46.3M Buy
+771,697
New +$51.3M 0.38% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

Westwood Holdings Group's IBP Position: Q1 2023 in Review

Westwood Holdings Group sold out of Installed Building Products (IBP) in Q1 2023, closing a stake of 5,463 shares — an estimated $468K sold.

Westwood Holdings Group first reported a position in IBP in Q1 2018 and held it in 11 quarters. The position peaked at $50.9M in Q2 2018. 263 funds tracked by Wall St. Rank hold IBP as of Q1 2023.

  • Westwood Holdings Group reported no remaining Installed Building Products position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 5,463 Installed Building Products shares in Q1 2023, an estimated $468K.
  • Westwood Holdings Group first reported a position in Installed Building Products in Q1 2018 and held it in 11 quarters.
  • Westwood Holdings Group's Installed Building Products position peaked at $50.9M in Q2 2018.
  • 263 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.