Baystate Wealth Management’s UFP Industries UFPI Stock Holding History

Baystate Wealth 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 Q4	$30.8K	Buy	245 +1	+0.4%	+$108	﹤0.01%	474
2023 Q3	$25.1K	Buy	244 +1	+0.4%	+$101	﹤0.01%	446
2023 Q2	$23.7K	Sell	243 -540	-69%	-$45K	﹤0.01%	436
2023 Q1	$62.2K	Buy	783 +83	+12%	+$7.1K	0.01%	309
2022 Q4	$56K	Buy	700 +42	+6%	+$3.21K	0.01%	315
2022 Q3	$48K	Buy	658 +21	+3%	+$1.67K	﹤0.01%	309
2022 Q2	$43K	Buy	637 +96	+18%	+$7.23K	﹤0.01%	338
2022 Q1	$42K	Buy	541 +192	+55%	+$16K	﹤0.01%	349
2021 Q4	$32K	Buy	+349	New	+$29.3K	﹤0.01%	392

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

Baystate Wealth Management's UFPI Position: Q4 2023 in Review

Baystate Wealth Management increased its UFP Industries (UFPI) stake by 0.41% in Q4 2023, buying an estimated $108 and bringing the position to 245 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Baystate Wealth Management first reported a position in UFPI in Q4 2021 and has held it in 9 quarters since. The position peaked at $62.2K in Q1 2023. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

Baystate Wealth Management held 245 shares of UFP Industries worth $30.8K as of Q4 2023.
Baystate Wealth Management bought 1 UFP Industries share in Q4 2023, an estimated $108.
UFP Industries made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #474 holding.
Baystate Wealth Management first reported a position in UFP Industries in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's UFP Industries position peaked at $62.2K in Q1 2023.
387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.