Castleview Partners’s UFP Industries UFPI Stock Holding History

Castleview Partners’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
2022 Q2	–	Sell	-960	Closed	-$74K	–	811
2022 Q1	$74K	Buy	+960	New	+$80.1K	0.05%	296

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's UFPI Position: Q2 2022 in Review

Castleview Partners sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 960 shares — an estimated $74K sold.

Castleview Partners first reported a position in UFPI in Q1 2022 and held it in 1 quarter. The position peaked at $74K in Q1 2022. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

Castleview Partners reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
Castleview Partners sold 960 UFP Industries shares in Q2 2022, an estimated $74K.
Castleview Partners first reported a position in UFP Industries in Q1 2022 and held it in 1 quarter.
Castleview Partners's UFP Industries position peaked at $74K in Q1 2022.
318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Castleview Partners's 13F filing for Q2 2022, filed 16 Aug 2022.