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Capital Analysts LLC’s UFP Industries UFPI Stock Holding History

Capital Analysts LLC’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
2023
Q4 		– Sell
-8
Closed -$1K – 1214
2023
Q3 		$1K Buy
+8
New +$808 ﹤0.01% 1154
2014
Q3 		– Sell
-117,633
Closed -$1.89M – 398
2014
Q2 		$1.89M Buy
117,633
+11,511
+11% +$194K 0.46% 57
2014
Q1 		$1.96M Sell
106,122
-4,809
-4% -$85.6K 0.51% 48
2013
Q4 		$1.93M Buy
110,931
+105,171
+1,826% +$1.73M 0.52% 52
2013
Q3 		$80.6K Hold
5,760
– – 0.02% 175
2013
Q2 		$76.6K Buy
+5,760
New +$75K 0.02% 174

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Analysts LLC's UFPI Position: Q4 2023 in Review

Capital Analysts LLC sold out of UFP Industries (UFPI) in Q4 2023, closing a stake of 8 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in UFPI in Q2 2013 and held it in 6 quarters. The position peaked at $1.96M in Q1 2014. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

  • Capital Analysts LLC reported no remaining UFP Industries position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 8 UFP Industries shares in Q4 2023, an estimated $1K.
  • Capital Analysts LLC first reported a position in UFP Industries in Q2 2013 and held it in 6 quarters.
  • Capital Analysts LLC's UFP Industries position peaked at $1.96M in Q1 2014.
  • 387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.