BEI
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Benjamin Edwards Inc’s UFP Industries UFPI Stock Holding History

Benjamin Edwards Inc’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
2025
Q1 		– Sell
-3,344
Closed -$378K – 1168
2024
Q4 		$378K Buy
3,344
+495
+17% +$63.8K 0.01% 918
2024
Q3 		$375K Buy
2,849
+301
+12% +$36.3K 0.01% 891
2024
Q2 		$285K Buy
2,548
+63
+3% +$7.32K 0.05% 298
2024
Q1 		$306K Buy
2,485
+68
+3% +$7.9K 0.06% 281
2023
Q4 		$304K Buy
2,417
+55
+2% +$5.94K 0.07% 253
2023
Q3 		$242K Sell
2,362
-589
-20% -$59.5K 0.06% 252
2023
Q2 		$286K Sell
2,951
-298
-9% -$24.9K 0.07% 227
2023
Q1 		$258K Buy
3,249
+737
+29% +$63.1K 0.06% 239
2022
Q4 		$199K Sell
2,512
-54
-2% -$4.13K 0.05% 259
2022
Q3 		$185K Sell
2,566
-505
-16% -$40.2K 0.06% 262
2022
Q2 		$209K Buy
3,071
+70
+2% +$5.28K 0.06% 257
2022
Q1 		$232K Buy
3,001
+363
+14% +$30.3K 0.07% 263
2021
Q4 		$243K Buy
+2,638
New +$222K 0.08% 231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Benjamin Edwards Inc's UFPI Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 3,344 shares — an estimated $378K sold.

Benjamin Edwards Inc first reported a position in UFPI in Q4 2021 and held it in 13 quarters. The position peaked at $378K in Q4 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 3,344 UFP Industries shares in Q1 2025, an estimated $378K.
  • Benjamin Edwards Inc first reported a position in UFP Industries in Q4 2021 and held it in 13 quarters.
  • Benjamin Edwards Inc's UFP Industries position peaked at $378K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.