BIM
UFPI icon

Bogle Investment Management’s UFP Industries UFPI Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-12,191
Closed -$689K – 263
2020
Q3 		$689K Hold
12,191
– – 0.2% 123
2020
Q2 		$604K Sell
12,191
-112,227
-90% -$4.78M 0.1% 195
2020
Q1 		$4.63M Buy
124,418
+7,459
+6% +$343K 0.48% 79
2019
Q4 		$5.58M Buy
116,959
+23,783
+26% +$1.12M 0.52% 74
2019
Q3 		$3.72M Buy
+93,176
New +$3.62M 0.32% 99
2018
Q2 		– Sell
-104,276
Closed -$3.38M – 350
2018
Q1 		$3.38M Sell
104,276
-67,648
-39% -$2.4M 0.25% 109
2017
Q4 		$6.47M Buy
+171,924
New +$6.32M 0.48% 83
2017
Q2 		– Sell
-14,256
Closed -$468K – 376
2017
Q1 		$468K Buy
+14,256
New +$476K 0.03% 265
2016
Q4 		– Sell
-251,208
Closed -$8.25M – 410
2016
Q3 		$8.25M Sell
251,208
-1,860
-0.7% -$64.5K 0.59% 65
2016
Q2 		$7.82M Buy
253,068
+7,920
+3% +$223K 0.54% 69
2016
Q1 		$7.01M Sell
245,148
-62,724
-20% -$1.49M 0.47% 77
2015
Q4 		$7.02M Buy
307,872
+71,475
+30% +$1.7M 0.51% 72
2015
Q3 		$4.54M Buy
+236,397
New +$4.7M 0.32% 111
2015
Q2 		– Sell
-64,092
Closed -$1.19M – 429
2015
Q1 		$1.19M Buy
+64,092
New +$1.11M 0.08% 240
2014
Q2 		– Sell
-187,959
Closed -$3.47M – 381
2014
Q1 		$3.47M Sell
187,959
-45,309
-19% -$807K 0.24% 140
2013
Q4 		$4.05M Buy
+233,268
New +$3.84M 0.34% 105

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bogle Investment Management's UFPI Position: Q4 2020 in Review

Bogle Investment Management sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 12,191 shares — an estimated $689K sold.

Bogle Investment Management first reported a position in UFPI in Q4 2013 and held it in 16 quarters. The position peaked at $8.25M in Q3 2016. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Bogle Investment Management reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 12,191 UFP Industries shares in Q4 2020, an estimated $689K.
  • Bogle Investment Management first reported a position in UFP Industries in Q4 2013 and held it in 16 quarters.
  • Bogle Investment Management's UFP Industries position peaked at $8.25M in Q3 2016.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.