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Caldwell Sutter Capital’s UFP Industries UFPI Stock Holding History

Caldwell Sutter Capital’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
2025
Q2 		– Sell
-1,900
Closed -$203K – 895
2025
Q1 		$203K Hold
1,900
– – 0.1% 195
2024
Q4 		$214K Hold
1,900
– – 0.1% 197
2024
Q3 		$249K Sell
1,900
-196
-9% -$23.7K 0.12% 174
2024
Q2 		$235K Hold
2,096
– – 0.12% 175
2024
Q1 		$258K Buy
2,096
+1,096
+110% +$127K 0.12% 163
2023
Q4 		$126K Hold
1,000
– – 0.06% 240
2023
Q3 		$102K Hold
1,000
– – 0.06% 251
2023
Q2 		$97K Hold
1,000
– – 0.05% 254
2023
Q1 		$79.5K Hold
1,000
– – 0.06% 205
2022
Q4 		$79.3K Buy
+1,000
New +$76.4K 0.07% 158

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caldwell Sutter Capital's UFPI Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 1,900 shares — an estimated $203K sold.

Caldwell Sutter Capital first reported a position in UFPI in Q4 2022 and held it in 10 quarters. The position peaked at $258K in Q1 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,900 UFP Industries shares in Q2 2025, an estimated $203K.
  • Caldwell Sutter Capital first reported a position in UFP Industries in Q4 2022 and held it in 10 quarters.
  • Caldwell Sutter Capital's UFP Industries position peaked at $258K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.