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AJO LP’s UFP Industries UFPI Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-17,905
Closed -$994K – 237
2020
Q4 		$994K Sell
17,905
-215,795
-92% -$11.8M 0.1% 181
2020
Q3 		$13.2M Buy
233,700
+141,120
+152% +$7.96M 0.14% 172
2020
Q2 		$4.58M Buy
92,580
+16,726
+22% +$712K 0.04% 280
2020
Q1 		$2.82M Buy
75,854
+66,611
+721% +$3.06M 0.03% 307
2019
Q4 		$440K Buy
+9,243
New +$436K ﹤0.01% 462
2018
Q4 		– Sell
-254,537
Closed -$8.99M – 721
2018
Q3 		$8.99M Sell
254,537
-82,163
-24% -$3.03M 0.04% 253
2018
Q2 		$12.3M Buy
336,700
+83,568
+33% +$2.93M 0.06% 215
2018
Q1 		$8.21M Buy
+253,132
New +$8.98M 0.04% 252
2014
Q3 		– Sell
-17,100
Closed -$275K – 478
2014
Q2 		$275K Sell
17,100
-2,400
-12% -$40.5K ﹤0.01% 422
2014
Q1 		$360K Buy
+19,500
New +$347K ﹤0.01% 374

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AJO LP's UFPI Position: Q1 2021 in Review

AJO LP sold out of UFP Industries (UFPI) in Q1 2021, closing a stake of 17,905 shares — an estimated $994K sold.

AJO LP first reported a position in UFPI in Q1 2014 and held it in 10 quarters. The position peaked at $13.2M in Q3 2020. 276 funds tracked by Wall St. Rank hold UFPI as of Q1 2021.

  • AJO LP reported no remaining UFP Industries position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 17,905 UFP Industries shares in Q1 2021, an estimated $994K.
  • AJO LP first reported a position in UFP Industries in Q1 2014 and held it in 10 quarters.
  • AJO LP's UFP Industries position peaked at $13.2M in Q3 2020.
  • 276 funds tracked by Wall St. Rank held UFP Industries as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.