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C.M. Bidwell & Associates’s UFP Industries UFPI Stock Holding History

C.M. Bidwell & Associates’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
2021
Q3 		– Sell
-2,790
Closed -$207K – 618
2021
Q2 		$207K Buy
+2,790
New +$220K 0.14% 140
2016
Q2 		– Sell
-7,245
Closed -$207K – 319
2016
Q1 		$207K Sell
7,245
-2,760
-28% -$65.8K 0.05% 164
2015
Q4 		$228K Hold
10,005
– – 0.05% 145
2015
Q3 		$192K Hold
10,005
– – 0.05% 159
2015
Q2 		$174K Buy
10,005
+255
+3% +$4.67K 0.04% 184
2015
Q1 		$180K Buy
+9,750
New +$170K 0.04% 169

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

C.M. Bidwell & Associates's UFPI Position: Q3 2021 in Review

C.M. Bidwell & Associates sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 2,790 shares — an estimated $207K sold.

C.M. Bidwell & Associates first reported a position in UFPI in Q1 2015 and held it in 6 quarters. The position peaked at $228K in Q4 2015. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • C.M. Bidwell & Associates reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,790 UFP Industries shares in Q3 2021, an estimated $207K.
  • C.M. Bidwell & Associates first reported a position in UFP Industries in Q1 2015 and held it in 6 quarters.
  • C.M. Bidwell & Associates's UFP Industries position peaked at $228K in Q4 2015.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.