CG
UFPT icon

Caprock Group’s UFP Technologies UFPT Stock Holding History

Caprock Group’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
2018
Q1 		– Sell
-8,655
Closed -$248K – 494
2017
Q4 		$248K Hold
8,655
– – 0.05% 360
2017
Q3 		$243K Buy
+8,655
New +$239K 0.05% 352

Other funds holding UFPT

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Caprock Group's UFPT Position: Q1 2018 in Review

Caprock Group sold out of UFP Technologies (UFPT) in Q1 2018, closing a stake of 8,655 shares — an estimated $248K sold.

Caprock Group first reported a position in UFPT in Q3 2017 and held it in 2 quarters. The position peaked at $248K in Q4 2017. 75 funds tracked by Wall St. Rank hold UFPT as of Q1 2018.

  • Caprock Group reported no remaining UFP Technologies position as of Q1 2018 after selling out during the quarter.
  • Caprock Group sold 8,655 UFP Technologies shares in Q1 2018, an estimated $248K.
  • Caprock Group first reported a position in UFP Technologies in Q3 2017 and held it in 2 quarters.
  • Caprock Group's UFP Technologies position peaked at $248K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2018.

Based on Caprock Group's 13F filing for Q1 2018, filed 23 Apr 2018.