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Analytic Investors’s UFP Industries UFPI Stock Holding History

Analytic Investors’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
2015
Q1 		– Sell
-61,242
Closed -$1.09M – 602
2014
Q4 		$1.09M Sell
61,242
-1,110
-2% -$18K 0.02% 340
2014
Q3 		$888K Hold
62,352
– – 0.01% 390
2014
Q2 		$1M Buy
+62,352
New +$1.05M 0.02% 319

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Analytic Investors's UFPI Position: Q1 2015 in Review

Analytic Investors sold out of UFP Industries (UFPI) in Q1 2015, closing a stake of 61,242 shares — an estimated $1.09M sold.

Analytic Investors first reported a position in UFPI in Q2 2014 and held it in 3 quarters. The position peaked at $1.09M in Q4 2014. 154 funds tracked by Wall St. Rank hold UFPI as of Q1 2015.

  • Analytic Investors reported no remaining UFP Industries position as of Q1 2015 after selling out during the quarter.
  • Analytic Investors sold 61,242 UFP Industries shares in Q1 2015, an estimated $1.09M.
  • Analytic Investors first reported a position in UFP Industries in Q2 2014 and held it in 3 quarters.
  • Analytic Investors's UFP Industries position peaked at $1.09M in Q4 2014.
  • 154 funds tracked by Wall St. Rank held UFP Industries as of Q1 2015.

Based on Analytic Investors's 13F filing for Q1 2015, filed 21 May 2015.