Buckingham Strategic Wealth’s UFP Industries UFPI Stock Holding History

Buckingham Strategic Wealth’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 Q2	$340K	Buy	+3,039	New	+$353K	﹤0.01%	569

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's UFPI Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in UFP Industries (UFPI) in Q2 2024: 3,039 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

Buckingham Strategic Wealth held 3,039 shares of UFP Industries worth $340K as of Q2 2024.
UFP Industries was a new Buckingham Strategic Wealth position in Q2 2024.
UFP Industries made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #569 holding.
426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.