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Annis Gardner Whiting Capital Advisors’s UFP Industries UFPI Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$10.3K Hold
112
– – ﹤0.01% 860
2025
Q4 		$10.2K Sell
112
-3,000
-96% -$275K ﹤0.01% 774
2025
Q3 		$291K Buy
3,112
+200
+7% +$20.2K 0.06% 236
2025
Q2 		$289K Sell
2,912
-6
-0.2% -$605 0.1% 177
2025
Q1 		$312K Buy
2,918
+2,806
+2,505% +$313K 0.13% 147
2024
Q4 		$12.6K Hold
112
– – ﹤0.01% 504
2024
Q3 		$14.7K Sell
112
-306
-73% -$37K ﹤0.01% 505
2024
Q2 		$46.8K Buy
418
+118
+39% +$13.7K 0.01% 411
2024
Q1 		$36.9K Buy
300
+188
+168% +$21.8K 0.01% 439
2023
Q4 		$14.1K Hold
112
– – 0.01% 448
2023
Q3 		$11.5K Buy
+112
New +$11.3K 0.01% 450

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return