Baystate Wealth Management’s UFP Technologies UFPT Stock Holding History

Baystate Wealth Management’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	$5.27M	Hold	30,632	–	–	0.39%	31
2023 Q3	$4.95M	Hold	30,632	–	–	0.41%	29
2023 Q2	$5.94M	Sell	30,632 -233	-0.8%	-$36.1K	0.49%	26
2023 Q1	$4.01M	Buy	30,865 +47	+0.2%	+$5.46K	0.35%	33
2022 Q4	$3.63M	Sell	30,818 -26	-0.1%	-$2.77K	0.33%	32
2022 Q3	$2.65M	Hold	30,844	–	–	0.27%	37
2022 Q2	$2.45M	Buy	30,844 +27	+0.1%	+$1.98K	0.24%	39
2022 Q1	$2.04M	Sell	30,817 -630	-2%	-$43.3K	0.18%	47
2021 Q4	$2.21M	Buy	31,447 +69	+0.2%	+$4.57K	0.2%	39
2021 Q3	$1.93M	Hold	31,378	–	–	0.19%	38
2021 Q2	$1.8M	Hold	31,378	–	–	0.18%	41
2021 Q1	$1.56M	Buy	+31,378	New	+$1.53M	0.17%	46

Other funds holding UFPT

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

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

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

Baystate Wealth Management held its UFP Technologies (UFPT) position steady in Q4 2023 at 30,632 shares worth $5.27M. The position accounts for 0.39% of the portfolio, ranked #31.

Baystate Wealth Management first reported a position in UFPT in Q1 2021 and has held it in 12 quarters since. The position peaked at $5.94M in Q2 2023. 209 funds tracked by Wall St. Rank hold UFPT as of Q4 2023.

Baystate Wealth Management held 30,632 shares of UFP Technologies worth $5.27M as of Q4 2023.
Baystate Wealth Management left its UFP Technologies share count unchanged in Q4 2023.
UFP Technologies made up 0.39% of Baystate Wealth Management's portfolio in Q4 2023, its #31 holding.
Baystate Wealth Management first reported a position in UFP Technologies in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's UFP Technologies position peaked at $5.94M in Q2 2023.
209 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2023.

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