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Cascade Investment Advisors’s UFP Industries UFPI Stock Holding History

Cascade Investment Advisors’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
2026
Q1 		$1.07M Buy
11,614
+15
+0.1% +$1.52K 0.63% 74
2025
Q4 		$1.06M Buy
11,599
+640
+6% +$58.6K 0.62% 74
2025
Q3 		$1.02M Buy
10,959
+740
+7% +$74.7K 0.62% 77
2025
Q2 		$1.02M Buy
10,219
+135
+1% +$13.6K 0.65% 75
2025
Q1 		$1.08M Buy
10,084
+70
+0.7% +$7.81K 0.73% 71
2024
Q4 		$1.13M Hold
10,014
– – 0.72% 71
2024
Q3 		$1.31M Hold
10,014
– – 0.84% 64
2024
Q2 		$1.12M Sell
10,014
-85
-0.8% -$9.88K 0.76% 70
2024
Q1 		$1.24M Sell
10,099
-130
-1% -$15.1K 0.81% 58
2023
Q4 		$1.28M Sell
10,229
-115
-1% -$12.4K 0.91% 49
2023
Q3 		$1.06M Sell
10,344
-3,170
-23% -$320K 0.84% 59
2023
Q2 		$1.31M Buy
+13,514
New +$1.13M 0.98% 43

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return