Advisors Asset Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-191
| Closed | -$21.5K | – | 1543 |
|
|
2024
Q4 | $21.5K | Sell |
191
-292
| -60% | -$37.6K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $63.4K | Sell |
483
-33
| -6% | -$3.98K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $57.8K | Sell |
516
-2
| -0.4% | -$232 | ﹤0.01% | 1261 |
|
|
2024
Q1 | $63.7K | Buy |
518
+41
| +9% | +$4.76K | ﹤0.01% | 1261 |
|
|
2023
Q4 | $59.9K | Buy |
477
+201
| +73% | +$21.7K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $28.3K | Buy |
+276
| New | +$27.9K | ﹤0.01% | 1337 |
|
|
2022
Q3 | – | Sell |
-284
| Closed | -$19K | – | 1512 |
|
|
2022
Q2 | $19K | Sell |
284
-9
| -3% | -$678 | ﹤0.01% | 1456 |
|
|
2022
Q1 | $23K | Sell |
293
-365
| -55% | -$30.5K | ﹤0.01% | 1466 |
|
|
2021
Q4 | $61K | Sell |
658
-254
| -28% | -$21.4K | ﹤0.01% | 1422 |
|
|
2021
Q3 | $62K | Sell |
912
-272
| -23% | -$19.8K | ﹤0.01% | 1345 |
|
|
2021
Q2 | $88K | Sell |
1,184
-97
| -8% | -$7.66K | ﹤0.01% | 1322 |
|
|
2021
Q1 | $97K | Sell |
1,281
-608
| -32% | -$38.1K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $105K | Buy |
1,889
+258
| +16% | +$14.2K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $92K | Buy |
1,631
+338
| +26% | +$19.1K | ﹤0.01% | 1323 |
|
|
2020
Q2 | $64K | Buy |
1,293
+263
| +26% | +$11.2K | ﹤0.01% | 1369 |
|
|
2020
Q1 | $38K | Buy |
1,030
+606
| +143% | +$27.8K | ﹤0.01% | 1341 |
|
|
2019
Q4 | $20K | Buy |
424
+10
| +2% | +$471 | ﹤0.01% | 1462 |
|
|
2019
Q3 | $17K | Sell |
414
-399
| -49% | -$15.5K | ﹤0.01% | 1488 |
|
|
2019
Q2 | $31K | Sell |
813
-120
| -13% | -$4.16K | ﹤0.01% | 1436 |
|
|
2019
Q1 | $28K | Sell |
933
-39
| -4% | -$1.17K | ﹤0.01% | 1683 |
|
|
2018
Q4 | $25K | Buy |
972
+67
| +7% | +$1.93K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $32K | Buy |
905
+557
| +160% | +$20.5K | ﹤0.01% | 1477 |
|
|
2018
Q2 | $13K | Buy |
348
+289
| +490% | +$10.1K | ﹤0.01% | 1523 |
|
|
2018
Q1 | $2K | Buy |
+59
| New | +$2.09K | ﹤0.01% | 1514 |
|
|
2017
Q1 | – | Sell |
-11,430
| Closed | -$389K | – | 1752 |
|
|
2016
Q4 | $389K | Sell |
11,430
-165
| -1% | -$5.38K | 0.01% | 1209 |
|
|
2016
Q3 | $381K | Sell |
11,595
-15
| -0.1% | -$520 | 0.01% | 1182 |
|
|
2016
Q2 | $359K | Sell |
11,610
-285
| -2% | -$8.02K | 0.01% | 1208 |
|
|
2016
Q1 | $340K | Buy |
11,895
+2,664
| +29% | +$63.5K | 0.01% | 1199 |
|
|
2015
Q4 | $210K | Buy |
+9,231
| New | +$219K | ﹤0.01% | 1381 |
|
Other funds holding UFPI
WA
Advisors Asset Management's UFPI Position: Q1 2025 in Review
Advisors Asset Management sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 191 shares — an estimated $21.5K sold.
Advisors Asset Management first reported a position in UFPI in Q4 2015 and held it in 29 quarters. The position peaked at $389K in Q4 2016. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.
- Advisors Asset Management reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
- Advisors Asset Management sold 191 UFP Industries shares in Q1 2025, an estimated $21.5K.
- Advisors Asset Management first reported a position in UFP Industries in Q4 2015 and held it in 29 quarters.
- Advisors Asset Management's UFP Industries position peaked at $389K in Q4 2016.
- 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.
Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.