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BFSG LLC’s UFP Industries UFPI Stock Holding History

BFSG LLC’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
2022
Q2 		– Sell
-31,758
Closed -$2.45M – 219
2022
Q1 		$2.45M Sell
31,758
-33
-0.1% -$2.75K 0.39% 77
2021
Q4 		$2.92M Sell
31,791
-872
-3% -$73.3K 0.41% 81
2021
Q3 		$2.22M Sell
32,663
-30
-0.1% -$2.18K 0.34% 93
2021
Q2 		$2.43M Hold
32,693
– – 0.44% 83
2021
Q1 		$2.48M Sell
32,693
-222
-0.7% -$13.9K 0.4% 81
2020
Q4 		$1.83M Buy
+32,915
New +$1.81M 0.3% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFSG LLC's UFPI Position: Q2 2022 in Review

BFSG LLC sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 31,758 shares — an estimated $2.45M sold.

BFSG LLC first reported a position in UFPI in Q4 2020 and held it in 6 quarters. The position peaked at $2.92M in Q4 2021. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • BFSG LLC reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
  • BFSG LLC sold 31,758 UFP Industries shares in Q2 2022, an estimated $2.45M.
  • BFSG LLC first reported a position in UFP Industries in Q4 2020 and held it in 6 quarters.
  • BFSG LLC's UFP Industries position peaked at $2.92M in Q4 2021.
  • 318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on BFSG LLC's 13F filing for Q2 2022, filed 4 Aug 2022.