Baldrige Asset Management’s UFP Industries UFPI Stock Holding History

Baldrige Asset Management’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 Q1	$767K	Buy	9,649 +4	+0%	+$342	0.31%	59
2022 Q4	$764K	Hold	9,645	–	–	0.34%	56
2022 Q3	$696K	Hold	9,645	–	–	0.33%	59
2022 Q2	$657K	Hold	9,645	–	–	0.3%	62
2022 Q1	$744K	Hold	9,645	–	–	0.3%	62
2021 Q4	$887K	Hold	9,645	–	–	0.35%	56
2021 Q3	$656K	Hold	9,645	–	–	0.27%	59
2021 Q2	$717K	Buy	+9,645	New	+$762K	0.31%	55
2020 Q3	–	Sell	-9,645	Closed	-$478K	–	81
2020 Q2	$478K	Hold	9,645	–	–	0.36%	52
2020 Q1	$359K	Hold	9,645	–	–	0.31%	53
2019 Q4	$460K	Buy	9,645 +2,625	+37%	+$124K	0.38%	49
2019 Q3	$280K	Hold	7,020	–	–	0.25%	61
2019 Q2	$267K	Buy	+7,020	New	+$243K	0.25%	61

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baldrige Asset Management's UFPI Position: Q1 2023 in Review

Baldrige Asset Management increased its UFP Industries (UFPI) stake by 0.04% in Q1 2023, buying an estimated $342 and bringing the position to 9,649 shares worth $767K. The position accounts for 0.31% of the portfolio, ranked #59.

Baldrige Asset Management first reported a position in UFPI in Q2 2019 and has held it in 13 quarters since. The position peaked at $887K in Q4 2021. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

Baldrige Asset Management held 9,649 shares of UFP Industries worth $767K as of Q1 2023.
Baldrige Asset Management bought 4 UFP Industries shares in Q1 2023, an estimated $342.
UFP Industries made up 0.31% of Baldrige Asset Management's portfolio in Q1 2023, its #59 holding.
Baldrige Asset Management first reported a position in UFP Industries in Q2 2019 and has held it in 13 quarters since.
Baldrige Asset Management's UFP Industries position peaked at $887K in Q4 2021.
364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.