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Byrne Asset Management’s UFP Industries UFPI Stock Holding History

Byrne Asset 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
2024
Q4 		– Sell
-320
Closed -$42K – 576
2024
Q3 		$42K Sell
320
-10
-3% -$1.21K 0.03% 218
2024
Q2 		$36.1K Sell
330
-150
-31% -$17.4K 0.03% 233
2024
Q1 		$59K Sell
480
-20
-4% -$2.32K 0.04% 190
2023
Q4 		$63.7K Sell
500
-250
-33% -$27K 0.05% 182
2023
Q3 		$77K Buy
+750
New +$75.8K 0.06% 165
2023
Q2 		– Sell
-935
Closed -$78K – 221
2023
Q1 		$74K Buy
+935
New +$80K 0.05% 200

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Byrne Asset Management's UFPI Position: Q4 2024 in Review

Byrne Asset Management sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 320 shares — an estimated $42K sold.

Byrne Asset Management first reported a position in UFPI in Q1 2023 and held it in 6 quarters. The position peaked at $77K in Q3 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Byrne Asset Management reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Byrne Asset Management sold 320 UFP Industries shares in Q4 2024, an estimated $42K.
  • Byrne Asset Management first reported a position in UFP Industries in Q1 2023 and held it in 6 quarters.
  • Byrne Asset Management's UFP Industries position peaked at $77K in Q3 2023.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Byrne Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.