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UFPI icon

Bailard’s UFP Industries UFPI Stock Holding History

Bailard’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 		– Sell
-6,962
Closed -$713K – 815
2023
Q3 		$713K Hold
6,962
– – 0.02% 328
2023
Q2 		$676K Sell
6,962
-400
-5% -$33.4K 0.02% 323
2023
Q1 		$585K Buy
7,362
+4,300
+140% +$368K 0.02% 358
2022
Q4 		$243K Sell
3,062
-4,394
-59% -$336K 0.01% 588
2022
Q3 		$538K Buy
7,456
+2,000
+37% +$159K 0.02% 351
2022
Q2 		$372K Buy
+5,456
New +$411K 0.01% 433
2020
Q3 		– Sell
-4,100
Closed -$203K – 617
2020
Q2 		$203K Buy
+4,100
New +$175K 0.01% 437

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bailard's UFPI Position: Q4 2023 in Review

Bailard sold out of UFP Industries (UFPI) in Q4 2023, closing a stake of 6,962 shares — an estimated $713K sold.

Bailard first reported a position in UFPI in Q2 2020 and held it in 7 quarters. The position peaked at $713K in Q3 2023. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

  • Bailard reported no remaining UFP Industries position as of Q4 2023 after selling out during the quarter.
  • Bailard sold 6,962 UFP Industries shares in Q4 2023, an estimated $713K.
  • Bailard first reported a position in UFP Industries in Q2 2020 and held it in 7 quarters.
  • Bailard's UFP Industries position peaked at $713K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Bailard's 13F filing for Q4 2023, filed 2 Feb 2024.