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Advisor Partners’s UFP Industries UFPI Stock Holding History

Advisor Partners’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
2022
Q2 		$280K Buy
4,102
+1
+0% +$75 0.02% 666
2022
Q1 		$316K Sell
4,101
-175
-4% -$14.6K 0.02% 657
2021
Q4 		$394K Sell
4,276
-2,972
-41% -$250K 0.02% 586
2021
Q3 		$493K Buy
7,248
+147
+2% +$10.7K 0.03% 491
2021
Q2 		$528K Sell
7,101
-157
-2% -$12.4K 0.03% 485
2021
Q1 		$550K Buy
7,258
+436
+6% +$27.3K 0.04% 455
2020
Q4 		$379K Sell
6,822
-114
-2% -$6.26K 0.03% 529
2020
Q3 		$392K Buy
6,936
+85
+1% +$4.79K 0.03% 458
2020
Q2 		$339K Buy
6,851
+23
+0.3% +$979 0.03% 479
2020
Q1 		$253K Buy
6,828
+1,090
+19% +$50.1K 0.03% 488
2019
Q4 		$278K Sell
5,738
-122
-2% -$5.75K 0.03% 510
2019
Q3 		$234K Buy
5,860
+100
+2% +$3.89K 0.03% 568
2019
Q2 		$219K Buy
+5,760
New +$200K 0.03% 581
2018
Q4 		– Sell
-6,348
Closed -$224K – 661
2018
Q3 		$224K Sell
6,348
-173
-3% -$6.38K 0.03% 558
2018
Q2 		$239K Buy
+6,521
New +$228K 0.04% 488

Other funds holding UFPI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Partners's UFPI Position: Q2 2022 in Review

Advisor Partners increased its UFP Industries (UFPI) stake by 0.02% in Q2 2022, buying an estimated $75 and bringing the position to 4,102 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #666.

Advisor Partners first reported a position in UFPI in Q2 2018 and has held it in 15 quarters since. The position peaked at $550K in Q1 2021. 317 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • Advisor Partners held 4,102 shares of UFP Industries worth $280K as of Q2 2022.
  • Advisor Partners bought 1 UFP Industries share in Q2 2022, an estimated $75.
  • UFP Industries made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #666 holding.
  • Advisor Partners first reported a position in UFP Industries in Q2 2018 and has held it in 15 quarters since.
  • Advisor Partners's UFP Industries position peaked at $550K in Q1 2021.
  • 317 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.