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Bowling Portfolio Management’s UFP Technologies UFPT Stock Holding History

Bowling Portfolio Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,360
Closed -$613K – 387
2019
Q4 		$613K Buy
+12,360
New +$540K 0.1% 269

Other funds holding UFPT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bowling Portfolio Management's UFPT Position: Q1 2020 in Review

Bowling Portfolio Management sold out of UFP Technologies (UFPT) in Q1 2020, closing a stake of 12,360 shares — an estimated $613K sold.

Bowling Portfolio Management first reported a position in UFPT in Q4 2019 and held it in 1 quarter. The position peaked at $613K in Q4 2019. 102 funds tracked by Wall St. Rank hold UFPT as of Q1 2020.

  • Bowling Portfolio Management reported no remaining UFP Technologies position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 12,360 UFP Technologies shares in Q1 2020, an estimated $613K.
  • Bowling Portfolio Management first reported a position in UFP Technologies in Q4 2019 and held it in 1 quarter.
  • Bowling Portfolio Management's UFP Technologies position peaked at $613K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.