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AHL Partners’s UFP Industries UFPI Stock Holding History

AHL 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
2017
Q4 		$1M Sell
26,686
-77,132
-74% -$2.84M 0.02% 893
2017
Q3 		$3.4M Buy
+103,818
New +$3M 0.06% 501
2017
Q2 		– Sell
-77,790
Closed -$2.56M – 1235
2017
Q1 		$2.56M Sell
77,790
-72,099
-48% -$2.41M 0.06% 557
2016
Q4 		$5.11M Buy
149,889
+90,567
+153% +$2.95M 0.16% 255
2016
Q3 		$1.95M Buy
59,322
+3,900
+7% +$135K 0.07% 387
2016
Q2 		$1.71M Buy
55,422
+45,708
+471% +$1.29M 0.09% 275
2016
Q1 		$278K Buy
+9,714
New +$231K 0.02% 682

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AHL Partners's UFPI Position: Q4 2017 in Review

AHL Partners reduced its UFP Industries (UFPI) stake by 74% in Q4 2017, selling an estimated $2.84M and leaving 26,686 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #893.

AHL Partners first reported a position in UFPI in Q1 2016 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2016. 215 funds tracked by Wall St. Rank hold UFPI as of Q4 2017.

  • AHL Partners held 26,686 shares of UFP Industries worth $1M as of Q4 2017.
  • AHL Partners sold 77,132 UFP Industries shares in Q4 2017, an estimated $2.84M.
  • UFP Industries made up 0.02% of AHL Partners's portfolio in Q4 2017, its #893 holding.
  • AHL Partners first reported a position in UFP Industries in Q1 2016 and has held it in 7 quarters since.
  • AHL Partners's UFP Industries position peaked at $5.11M in Q4 2016.
  • 215 funds tracked by Wall St. Rank held UFP Industries as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.