Benjamin F. Edwards & Company’s UFP Industries UFPI Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q1	–	Sell	-480	Closed	-$60K	–	2262
2023 Q4	$60K	Buy	+480	New	+$51.8K	﹤0.01%	1219
2023 Q2	–	Sell	-480	Closed	-$38K	–	1847
2023 Q1	$38K	Hold	480	–	–	﹤0.01%	1159
2022 Q4	$38K	Sell	480 -20	-4%	-$1.53K	﹤0.01%	1148
2022 Q3	$36K	Hold	500	–	–	﹤0.01%	1131
2022 Q2	$34K	Hold	500	–	–	﹤0.01%	1131
2022 Q1	$39K	Hold	500	–	–	﹤0.01%	1088
2021 Q4	$46K	Sell	500 -200	-29%	-$16.8K	﹤0.01%	1075
2021 Q3	$48K	Hold	700	–	–	﹤0.01%	1037
2021 Q2	$52K	Hold	700	–	–	﹤0.01%	1015
2021 Q1	$53K	Hold	700	–	–	﹤0.01%	987
2020 Q4	$39K	Hold	700	–	–	﹤0.01%	1027
2020 Q3	$40K	Hold	700	–	–	﹤0.01%	951
2020 Q2	$35K	Hold	700	–	–	﹤0.01%	955
2020 Q1	$26K	Hold	700	–	–	﹤0.01%	1004
2019 Q4	$33K	Sell	700 -20	-3%	-$943	﹤0.01%	1082
2019 Q3	$29K	Hold	720	–	–	﹤0.01%	1085
2019 Q2	$27K	Sell	720 -1,500	-68%	-$52K	﹤0.01%	1107
2019 Q1	$66K	Buy	2,220 +720	+48%	+$21.6K	0.01%	800
2018 Q4	$39K	Hold	1,500	–	–	﹤0.01%	896
2018 Q3	$53K	Hold	1,500	–	–	0.01%	846
2018 Q2	$55K	Hold	1,500	–	–	0.01%	822
2018 Q1	$49K	Hold	1,500	–	–	0.01%	856
2017 Q4	$56K	Buy	+1,500	New	+$55.1K	0.01%	787
2016 Q1	–	Sell	-3	Closed	–	–	1198
2015 Q4	$0	Buy	+3	New	+$71	﹤0.01%	1246

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Benjamin F. Edwards & Company's UFPI Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 480 shares — an estimated $60K sold.

Benjamin F. Edwards & Company first reported a position in UFPI in Q4 2015 and held it in 24 quarters. The position peaked at $66K in Q1 2019. 425 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 480 UFP Industries shares in Q1 2024, an estimated $60K.
Benjamin F. Edwards & Company first reported a position in UFP Industries in Q4 2015 and held it in 24 quarters.
Benjamin F. Edwards & Company's UFP Industries position peaked at $66K in Q1 2019.
425 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.