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BerganKDV Wealth Management’s UFP Industries UFPI Stock Holding History

BerganKDV 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
Q2 		$1.39M Buy
14,307
+99
+0.7% +$8.26K 0.14% 115
2023
Q1 		$1.13M Sell
14,208
-167
-1% -$14.3K 0.12% 124
2022
Q4 		$1.14M Buy
14,375
+1,935
+16% +$148K 0.12% 117
2022
Q3 		$898K Buy
12,440
+193
+2% +$15.3K 0.11% 126
2022
Q2 		$835K Buy
12,247
+817
+7% +$61.6K 0.1% 133
2022
Q1 		$882K Buy
11,430
+183
+2% +$15.3K 0.09% 131
2021
Q4 		$1.03M Buy
11,247
+1,097
+11% +$92.3K 0.11% 124
2021
Q3 		$690K Sell
10,150
-195
-2% -$14.2K 0.08% 156
2021
Q2 		$769K Buy
10,345
+172
+2% +$13.6K 0.09% 136
2021
Q1 		$772K Buy
10,173
+40
+0.4% +$2.5K 0.1% 131
2020
Q4 		$563K Sell
10,133
-164
-2% -$9K 0.08% 152
2020
Q3 		$582K Buy
+10,297
New +$581K 0.09% 141

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's UFPI Position: Q2 2023 in Review

BerganKDV Wealth Management increased its UFP Industries (UFPI) stake by 0.7% in Q2 2023, buying an estimated $8.26K and bringing the position to 14,307 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #115.

BerganKDV Wealth Management first reported a position in UFPI in Q3 2020 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • BerganKDV Wealth Management held 14,307 shares of UFP Industries worth $1.39M as of Q2 2023.
  • BerganKDV Wealth Management bought 99 UFP Industries shares in Q2 2023, an estimated $8.26K.
  • UFP Industries made up 0.14% of BerganKDV Wealth Management's portfolio in Q2 2023, its #115 holding.
  • BerganKDV Wealth Management first reported a position in UFP Industries in Q3 2020 and has held it in 12 quarters since.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.