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Alera Investment Advisors’s UFP Industries UFPI Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-28
Closed -$1K – 951
2019
Q1 		$1K Hold
28
– – ﹤0.01% 1083
2018
Q4 		$1K Buy
+28
New +$805 ﹤0.01% 1030

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's UFPI Position: Q2 2019 in Review

Alera Investment Advisors sold out of UFP Industries (UFPI) in Q2 2019, closing a stake of 28 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in UFPI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 210 funds tracked by Wall St. Rank hold UFPI as of Q2 2019.

  • Alera Investment Advisors reported no remaining UFP Industries position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 28 UFP Industries shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in UFP Industries in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's UFP Industries position peaked at $1K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held UFP Industries as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.