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Advisor Group’s UFP Industries UFPI Stock Holding History

Advisor Group’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$234K Sell
4,894
-3,245
-40% -$153K ﹤0.01% 2268
2019
Q3 		$324K Buy
8,139
+292
+4% +$11.4K ﹤0.01% 1940
2019
Q2 		$298K Sell
7,847
-785
-9% -$27.2K ﹤0.01% 2010
2019
Q1 		$258K Buy
8,632
+86
+1% +$2.58K ﹤0.01% 2065
2018
Q4 		$221K Sell
8,546
-169
-2% -$4.86K ﹤0.01% 2013
2018
Q3 		$308K Buy
8,715
+357
+4% +$13.2K ﹤0.01% 1844
2018
Q2 		$306K Sell
8,358
-34
-0.4% -$1.19K ﹤0.01% 1669
2018
Q1 		$272K Sell
8,392
-7,805
-48% -$277K ﹤0.01% 1759
2017
Q4 		$610K Sell
16,197
-933
-5% -$34.3K 0.01% 1202
2017
Q3 		$560K Buy
17,130
+8,097
+90% +$234K 0.01% 1132
2017
Q2 		$263K Sell
9,033
-7,749
-46% -$235K ﹤0.01% 1584
2017
Q1 		$551K Sell
16,782
-1,788
-10% -$59.7K 0.01% 1015
2016
Q4 		$633K Buy
18,570
+3,333
+22% +$109K 0.01% 873
2016
Q3 		$500K Buy
15,237
+2,220
+17% +$77K 0.01% 978
2016
Q2 		$401K Buy
+13,017
New +$366K 0.01% 1035

Other funds holding UFPI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's UFPI Position: Q4 2019 in Review

Advisor Group reduced its UFP Industries (UFPI) stake by 40% in Q4 2019, selling an estimated $153K and leaving 4,894 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Advisor Group first reported a position in UFPI in Q2 2016 and has held it in 15 quarters since. The position peaked at $633K in Q4 2016. 271 funds tracked by Wall St. Rank hold UFPI as of Q4 2019.

  • Advisor Group held 4,894 shares of UFP Industries worth $234K as of Q4 2019.
  • Advisor Group sold 3,245 UFP Industries shares in Q4 2019, an estimated $153K.
  • UFP Industries made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2268 holding.
  • Advisor Group first reported a position in UFP Industries in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's UFP Industries position peaked at $633K in Q4 2016.
  • 271 funds tracked by Wall St. Rank held UFP Industries as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.