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AlphaOne Investment Services’s UFP Industries UFPI Stock Holding History

AlphaOne Investment Services’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
2020
Q2 		$280K Buy
+5,652
New +$241K 0.35% 63
2020
Q1 		– Sell
-4,913
Closed -$234K – 80
2019
Q4 		$234K Sell
4,913
-1,488
-23% -$70.1K 0.39% 57
2019
Q3 		$255K Buy
6,401
+168
+3% +$6.54K 0.42% 45
2019
Q2 		$237K Buy
+6,233
New +$216K 0.18% 114

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaOne Investment Services's UFPI Position: Q2 2020 in Review

AlphaOne Investment Services opened a new position in UFP Industries (UFPI) in Q2 2020: 5,652 shares worth $280K. The stake represents 0.35% of the portfolio and ranks #63 among its holdings. This is a return to the name: AlphaOne Investment Services previously reported a position in UFPI as recently as Q4 2019.

AlphaOne Investment Services first reported a position in UFPI in Q2 2019 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold UFPI as of Q2 2020.

  • AlphaOne Investment Services held 5,652 shares of UFP Industries worth $280K as of Q2 2020.
  • UFP Industries was a new AlphaOne Investment Services position in Q2 2020.
  • UFP Industries made up 0.35% of AlphaOne Investment Services's portfolio in Q2 2020, its #63 holding.
  • AlphaOne Investment Services first reported a position in UFP Industries in Q2 2019 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held UFP Industries as of Q2 2020.

Based on AlphaOne Investment Services's 13F filing for Q2 2020, filed 14 Aug 2020.