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Centerpoint Advisors’s UFP Industries UFPI Stock Holding History

Centerpoint 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 		$13K Hold
140
– – ﹤0.01% 301
2025
Q4 		$13K Hold
140
– – ﹤0.01% 310
2025
Q3 		$13K Sell
140
-2
-1% -$202 ﹤0.01% 312
2025
Q2 		$14K Hold
142
– – ﹤0.01% 296
2025
Q1 		$15K Hold
142
– – 0.01% 285
2024
Q4 		$16K Hold
142
– – 0.01% 303
2024
Q3 		$19K Hold
142
– – 0.01% 287
2024
Q2 		$16K Sell
142
-1
-0.7% -$116 0.01% 303
2024
Q1 		$18K Hold
143
– – 0.01% 272
2023
Q4 		$18K Hold
143
– – 0.01% 271
2023
Q3 		$15K Buy
143
+35
+32% +$3.54K 0.01% 293
2023
Q2 		$10K Sell
108
-75
-41% -$6.26K ﹤0.01% 340
2023
Q1 		$15K Buy
183
+24
+15% +$2.05K 0.01% 317
2022
Q4 		$13K Buy
+159
New +$12.1K 0.01% 282

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