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Cavalier Investments’s UFP Technologies UFPT Stock Holding History

Cavalier Investments’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
2020
Q2 		– Sell
-7,000
Closed -$267K – 127
2020
Q1 		$267K Hold
7,000
– – 0.16% 95
2019
Q4 		$347K Hold
7,000
– – 0.15% 107
2019
Q3 		$271K Hold
7,000
– – 0.12% 110
2019
Q2 		$291K Hold
7,000
– – 0.12% 94
2019
Q1 		$262K Hold
7,000
– – 0.11% 110
2018
Q4 		$210K Buy
+7,000
New +$239K 0.07% 143

Other funds holding UFPT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cavalier Investments's UFPT Position: Q2 2020 in Review

Cavalier Investments sold out of UFP Technologies (UFPT) in Q2 2020, closing a stake of 7,000 shares — an estimated $267K sold.

Cavalier Investments first reported a position in UFPT in Q4 2018 and held it in 6 quarters. The position peaked at $347K in Q4 2019. 101 funds tracked by Wall St. Rank hold UFPT as of Q2 2020.

  • Cavalier Investments reported no remaining UFP Technologies position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 7,000 UFP Technologies shares in Q2 2020, an estimated $267K.
  • Cavalier Investments first reported a position in UFP Technologies in Q4 2018 and held it in 6 quarters.
  • Cavalier Investments's UFP Technologies position peaked at $347K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.