Cambridge Trust’s UFP Technologies UFPT Stock Holding History

Cambridge Trust’s Portfolio UFPT Stock Details UFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,290	Closed	-$370K	–	745
2023 Q3	$370K	Hold	2,290	–	–	0.02%	211
2023 Q2	$444K	Hold	2,290	–	–	0.02%	200
2023 Q1	$297K	Sell	2,290 -196	-8%	-$22.8K	0.01%	233
2022 Q4	$293K	Hold	2,486	–	–	0.01%	250
2022 Q3	$213K	Hold	2,486	–	–	0.01%	264
2022 Q2	$198K	Hold	2,486	–	–	0.01%	291
2022 Q1	$164K	Sell	2,486 -182	-7%	-$12.5K	0.01%	359
2021 Q4	$187K	Buy	+2,668	New	+$177K	0.01%	341
2016 Q2	–	Sell	-13,943	Closed	-$311K	–	256
2016 Q1	$311K	Sell	13,943 -270	-2%	-$5.99K	0.03%	177
2015 Q4	$339K	Hold	14,213	–	–	0.03%	170
2015 Q3	$325K	Sell	14,213 -285	-2%	-$6.05K	0.03%	170
2015 Q2	$303K	Hold	14,498	–	–	0.03%	174
2015 Q1	$330K	Hold	14,498	–	–	0.03%	169
2014 Q4	$356K	Sell	14,498 -300	-2%	-$6.65K	0.03%	162
2014 Q3	$325K	Buy	+14,798	New	+$352K	0.03%	163

Other funds holding UFPT

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Trust's UFPT Position: Q4 2023 in Review

Cambridge Trust sold out of UFP Technologies (UFPT) in Q4 2023, closing a stake of 2,290 shares — an estimated $370K sold.

Cambridge Trust first reported a position in UFPT in Q3 2014 and held it in 15 quarters. The position peaked at $444K in Q2 2023. 208 funds tracked by Wall St. Rank hold UFPT as of Q4 2023.

Cambridge Trust reported no remaining UFP Technologies position as of Q4 2023 after selling out during the quarter.
Cambridge Trust sold 2,290 UFP Technologies shares in Q4 2023, an estimated $370K.
Cambridge Trust first reported a position in UFP Technologies in Q3 2014 and held it in 15 quarters.
Cambridge Trust's UFP Technologies position peaked at $444K in Q2 2023.
208 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.