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Archer Investment Corporation’s UFP Industries UFPI Stock Holding History

Archer Investment Corporation’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
2024
Q1 		– Sell
-950
Closed -$119K – 1108
2023
Q4 		$119K Hold
950
– – 0.04% 276
2023
Q3 		$97.3K Hold
950
– – 0.03% 291
2023
Q2 		$92.2K Hold
950
– – 0.03% 291
2023
Q1 		$78.9K Buy
950
+220
+30% +$18.8K 0.03% 317
2022
Q4 		$57.9K Hold
730
– – 0.02% 337
2022
Q3 		$52.7K Hold
730
– – 0.02% 326
2022
Q2 		$49.7K Hold
730
– – 0.02% 343
2022
Q1 		$56.3K Buy
+730
New +$60.9K 0.02% 342

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Archer Investment Corporation's UFPI Position: Q1 2024 in Review

Archer Investment Corporation sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 950 shares — an estimated $119K sold.

Archer Investment Corporation first reported a position in UFPI in Q1 2022 and held it in 8 quarters. The position peaked at $119K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Archer Investment Corporation reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 950 UFP Industries shares in Q1 2024, an estimated $119K.
  • Archer Investment Corporation first reported a position in UFP Industries in Q1 2022 and held it in 8 quarters.
  • Archer Investment Corporation's UFP Industries position peaked at $119K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.