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Berman Capital Advisors’s UFP Industries UFPI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Sell
28
-376
-93% -$27.3K ﹤0.01% 1971
2021
Q2 		$30K Buy
+404
New +$31.9K ﹤0.01% 773

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Berman Capital Advisors's UFPI Position: Q3 2021 in Review

Berman Capital Advisors reduced its UFP Industries (UFPI) stake by 93% in Q3 2021, selling an estimated $27.3K and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Berman Capital Advisors first reported a position in UFPI in Q2 2021 and has held it in 2 quarters since. The position peaked at $30K in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Berman Capital Advisors held 28 shares of UFP Industries worth $1K as of Q3 2021.
  • Berman Capital Advisors sold 376 UFP Industries shares in Q3 2021, an estimated $27.3K.
  • UFP Industries made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1971 holding.
  • Berman Capital Advisors first reported a position in UFP Industries in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's UFP Industries position peaked at $30K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.