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Brinker Capital Investments’s UFP Industries UFPI Stock Holding History

Brinker Capital Investments’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
2024
Q1 		– Sell
-1,671
Closed -$201K – 1757
2023
Q4 		$201K Buy
+1,671
New +$180K ﹤0.01% 1584
2022
Q1 		– Sell
-2,570
Closed -$236K – 1416
2021
Q4 		$236K Buy
+2,570
New +$216K ﹤0.01% 1321

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brinker Capital Investments's UFPI Position: Q1 2024 in Review

Brinker Capital Investments sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 1,671 shares — an estimated $201K sold.

Brinker Capital Investments first reported a position in UFPI in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Brinker Capital Investments reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 1,671 UFP Industries shares in Q1 2024, an estimated $201K.
  • Brinker Capital Investments first reported a position in UFP Industries in Q4 2021 and held it in 2 quarters.
  • Brinker Capital Investments's UFP Industries position peaked at $236K in Q4 2021.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Brinker Capital Investments's 13F filing for Q1 2024, filed 31 Jul 2025.