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Alambic Investment Management’s UFP Industries UFPI Stock Holding History

Alambic Investment Management’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
2018
Q2 		– Sell
-19,700
Closed -$639K – 453
2018
Q1 		$639K Buy
+19,700
New +$699K 0.09% 289
2017
Q4 		– Sell
-17,100
Closed -$560K – 512
2017
Q3 		$560K Sell
17,100
-18,000
-51% -$520K 0.06% 333
2017
Q2 		$1.02M Buy
+35,100
New +$1.07M 0.12% 260
2016
Q4 		– Sell
-16,290
Closed -$535K – 597
2016
Q3 		$535K Buy
16,290
+3,990
+32% +$138K 0.13% 271
2016
Q2 		$380K Buy
+12,300
New +$346K 0.1% 335

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alambic Investment Management's UFPI Position: Q2 2018 in Review

Alambic Investment Management sold out of UFP Industries (UFPI) in Q2 2018, closing a stake of 19,700 shares — an estimated $639K sold.

Alambic Investment Management first reported a position in UFPI in Q2 2016 and held it in 5 quarters. The position peaked at $1.02M in Q2 2017. 217 funds tracked by Wall St. Rank hold UFPI as of Q2 2018.

  • Alambic Investment Management reported no remaining UFP Industries position as of Q2 2018 after selling out during the quarter.
  • Alambic Investment Management sold 19,700 UFP Industries shares in Q2 2018, an estimated $639K.
  • Alambic Investment Management first reported a position in UFP Industries in Q2 2016 and held it in 5 quarters.
  • Alambic Investment Management's UFP Industries position peaked at $1.02M in Q2 2017.
  • 217 funds tracked by Wall St. Rank held UFP Industries as of Q2 2018.

Based on Alambic Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.