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Advisor Group’s UFP Technologies UFPT Stock Holding History

Advisor Group’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$25K Buy
509
+65
+15% +$2.84K ﹤0.01% 3847
2019
Q3 		$18K Hold
444
– – ﹤0.01% 4027
2019
Q2 		$18K Buy
444
+25
+6% +$947 ﹤0.01% 4041
2019
Q1 		$16K Buy
419
+252
+151% +$8.26K ﹤0.01% 4102
2018
Q4 		$5K Buy
167
+81
+94% +$2.77K ﹤0.01% 4536
2018
Q3 		$3K Hold
86
– – ﹤0.01% 4769
2018
Q2 		$3K Sell
86
-85
-50% -$2.68K ﹤0.01% 4571
2018
Q1 		$5K Hold
171
– – ﹤0.01% 4432
2017
Q4 		$5K Buy
171
+95
+125% +$2.67K ﹤0.01% 4415
2017
Q3 		$2K Buy
76
+32
+73% +$885 ﹤0.01% 4577
2017
Q2 		$1K Buy
+44
New +$1.18K ﹤0.01% 4680
2017
Q1 		– Sell
-366
Closed -$9K – 4806
2016
Q4 		$9K Sell
366
-316
-46% -$8.16K ﹤0.01% 3679
2016
Q3 		$18K Sell
682
-324
-32% -$7.92K ﹤0.01% 3223
2016
Q2 		$22K Buy
+1,006
New +$22.6K ﹤0.01% 3024

Other funds holding UFPT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 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
DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Advisor Group's UFPT Position: Q4 2019 in Review

Advisor Group increased its UFP Technologies (UFPT) stake by 15% in Q4 2019, buying an estimated $2.84K and bringing the position to 509 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

Advisor Group first reported a position in UFPT in Q2 2016 and has held it in 14 quarters since. 105 funds tracked by Wall St. Rank hold UFPT as of Q4 2019.

  • Advisor Group held 509 shares of UFP Technologies worth $25K as of Q4 2019.
  • Advisor Group bought 65 UFP Technologies shares in Q4 2019, an estimated $2.84K.
  • UFP Technologies made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3847 holding.
  • Advisor Group first reported a position in UFP Technologies in Q2 2016 and has held it in 14 quarters since.
  • 105 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2019.

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