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Bowling Portfolio Management’s UFP Industries UFPI Stock Holding History

Bowling Portfolio 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
-5,484
Closed -$310K – 359
2020
Q3 		$310K Buy
+5,484
New +$309K 0.07% 256
2017
Q2 		– Sell
-24,234
Closed -$796K – 412
2017
Q1 		$796K Buy
24,234
+5,541
+30% +$185K 0.13% 185
2016
Q4 		$637K Buy
18,693
+1,341
+8% +$43.7K 0.09% 194
2016
Q3 		$570K Buy
+17,352
New +$602K 0.08% 198

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

Bowling Portfolio Management's UFPI Position: Q4 2020 in Review

Bowling Portfolio Management sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 5,484 shares — an estimated $310K sold.

Bowling Portfolio Management first reported a position in UFPI in Q3 2016 and held it in 4 quarters. The position peaked at $796K in Q1 2017. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Bowling Portfolio Management reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 5,484 UFP Industries shares in Q4 2020, an estimated $310K.
  • Bowling Portfolio Management first reported a position in UFP Industries in Q3 2016 and held it in 4 quarters.
  • Bowling Portfolio Management's UFP Industries position peaked at $796K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.