Asset Management Resources’s UFP Industries UFPI Stock Holding History

Asset Management Resources’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
2023 Q4	$437K	Sell	3,481 -245	-7%	-$26.5K	0.25%	28
2023 Q3	$382K	Sell	3,726 -38	-1%	-$3.84K	0.24%	34
2023 Q2	$365K	Buy	3,764 +294	+8%	+$24.5K	0.22%	38
2023 Q1	$276K	Sell	3,470 -42	-1%	-$3.59K	0.18%	46
2022 Q4	$278K	Sell	3,512 -116	-3%	-$8.86K	0.19%	43
2022 Q3	$262K	Buy	3,628 +63	+2%	+$5.01K	0.26%	41
2022 Q2	$243K	Sell	3,565 -55	-2%	-$4.14K	0.21%	40
2022 Q1	$279K	Buy	3,620 +118	+3%	+$9.85K	0.23%	44
2021 Q4	$322K	Buy	+3,502	New	+$294K	0.28%	35

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Management Resources's UFPI Position: Q4 2023 in Review

Asset Management Resources reduced its UFP Industries (UFPI) stake by 6.6% in Q4 2023, selling an estimated $26.5K and leaving 3,481 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #28.

Asset Management Resources first reported a position in UFPI in Q4 2021 and has held it in 9 quarters since. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

Asset Management Resources held 3,481 shares of UFP Industries worth $437K as of Q4 2023.
Asset Management Resources sold 245 UFP Industries shares in Q4 2023, an estimated $26.5K.
UFP Industries made up 0.25% of Asset Management Resources's portfolio in Q4 2023, its #28 holding.
Asset Management Resources first reported a position in UFP Industries in Q4 2021 and has held it in 9 quarters since.
387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.