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BMT Investment Advisors’s UFP Industries UFPI Stock Holding History

BMT Investment 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
2020
Q1 		$1.99M Buy
53,500
+2,000
+4% +$91.9K 1.25% 38
2019
Q4 		$2.46M Buy
51,500
+1,000
+2% +$47.1K 1.13% 46
2019
Q3 		$2.01M Buy
50,500
+8,254
+20% +$321K 1.03% 56
2019
Q2 		$1.61M Buy
+42,246
New +$1.46M 0.84% 66

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
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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMT Investment Advisors's UFPI Position: Q1 2020 in Review

BMT Investment Advisors increased its UFP Industries (UFPI) stake by 3.9% in Q1 2020, buying an estimated $91.9K and bringing the position to 53,500 shares worth $1.99M. The position accounts for 1.25% of the portfolio, ranked #38.

BMT Investment Advisors first reported a position in UFPI in Q2 2019 and has held it in 4 quarters since. The position peaked at $2.46M in Q4 2019. 238 funds tracked by Wall St. Rank hold UFPI as of Q1 2020.

  • BMT Investment Advisors held 53,500 shares of UFP Industries worth $1.99M as of Q1 2020.
  • BMT Investment Advisors bought 2,000 UFP Industries shares in Q1 2020, an estimated $91.9K.
  • UFP Industries made up 1.25% of BMT Investment Advisors's portfolio in Q1 2020, its #38 holding.
  • BMT Investment Advisors first reported a position in UFP Industries in Q2 2019 and has held it in 4 quarters since.
  • BMT Investment Advisors's UFP Industries position peaked at $2.46M in Q4 2019.
  • 238 funds tracked by Wall St. Rank held UFP Industries as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.