Baird Financial Group
UFPT icon

Baird Financial Group’s UFP Technologies UFPT Stock Holding History

Baird Financial Group’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,444
Closed -$233K – 1802
2023
Q3 		$233K Sell
1,444
-625
-30% -$109K ﹤0.01% 1579
2023
Q2 		$401K Buy
+2,069
New +$320K ﹤0.01% 1425

Other funds holding UFPT

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's UFPT Position: Q4 2023 in Review

Baird Financial Group sold out of UFP Technologies (UFPT) in Q4 2023, closing a stake of 1,444 shares — an estimated $233K sold.

Baird Financial Group first reported a position in UFPT in Q2 2023 and held it in 2 quarters. The position peaked at $401K in Q2 2023. 209 funds tracked by Wall St. Rank hold UFPT as of Q4 2023.

  • Baird Financial Group reported no remaining UFP Technologies position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 1,444 UFP Technologies shares in Q4 2023, an estimated $233K.
  • Baird Financial Group first reported a position in UFP Technologies in Q2 2023 and held it in 2 quarters.
  • Baird Financial Group's UFP Technologies position peaked at $401K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.