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Aperio Group’s UFP Industries UFPI Stock Holding History

Aperio Group’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
Q4 		$1.53M Sell
27,507
-1,118
-4% -$61.4K ﹤0.01% 1364
2020
Q3 		$1.62M Buy
28,625
+2,007
+8% +$113K 0.01% 1215
2020
Q2 		$1.32M Sell
26,618
-14,683
-36% -$625K ﹤0.01% 1292
2020
Q1 		$1.54M Buy
41,301
+15,691
+61% +$721K 0.01% 1130
2019
Q4 		$1.22M Buy
25,610
+31
+0.1% +$1.46K ﹤0.01% 1324
2019
Q3 		$1.02M Buy
25,579
+1,040
+4% +$40.5K ﹤0.01% 1384
2019
Q2 		$934K Buy
24,539
+1,603
+7% +$55.6K ﹤0.01% 1437
2019
Q1 		$686K Buy
22,936
+381
+2% +$11.4K ﹤0.01% 1564
2018
Q4 		$586K Sell
22,555
-1,315
-6% -$37.8K ﹤0.01% 1591
2018
Q3 		$843K Buy
23,870
+283
+1% +$10.4K ﹤0.01% 1506
2018
Q2 		$864K Sell
23,587
-532
-2% -$18.6K ﹤0.01% 1477
2018
Q1 		$783K Buy
24,119
+724
+3% +$25.7K ﹤0.01% 1459
2017
Q4 		$880K Buy
23,395
+1,543
+7% +$56.7K ﹤0.01% 1381
2017
Q3 		$715K Buy
21,852
+2,331
+12% +$67.3K ﹤0.01% 1478
2017
Q2 		$568K Buy
19,521
+993
+5% +$30.2K ﹤0.01% 1580
2017
Q1 		$609K Sell
18,528
-1,866
-9% -$62.3K ﹤0.01% 1435
2016
Q4 		$695K Buy
20,394
+108
+0.5% +$3.52K 0.01% 1323
2016
Q3 		$666K Buy
20,286
+1,578
+8% +$54.7K ﹤0.01% 1300
2016
Q2 		$578K Buy
18,708
+108
+0.6% +$3.04K ﹤0.01% 1317
2016
Q1 		$532K Buy
18,600
+3,834
+26% +$91.3K ﹤0.01% 1329
2015
Q4 		$337K Buy
14,766
+444
+3% +$10.6K ﹤0.01% 1544
2015
Q3 		$275K Buy
14,322
+411
+3% +$8.18K ﹤0.01% 1603
2015
Q2 		$241K Buy
+13,911
New +$255K ﹤0.01% 1767

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Aperio Group's UFPI Position: Q4 2020 in Review

Aperio Group reduced its UFP Industries (UFPI) stake by 3.9% in Q4 2020, selling an estimated $61.4K and leaving 27,507 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Aperio Group first reported a position in UFPI in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.62M in Q3 2020. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Aperio Group held 27,507 shares of UFP Industries worth $1.53M as of Q4 2020.
  • Aperio Group sold 1,118 UFP Industries shares in Q4 2020, an estimated $61.4K.
  • UFP Industries made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1364 holding.
  • Aperio Group first reported a position in UFP Industries in Q2 2015 and has held it in 23 quarters since.
  • Aperio Group's UFP Industries position peaked at $1.62M in Q3 2020.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.