Cerity Partners OCIO’s UFP Industries UFPI Stock Holding History

Cerity Partners OCIO’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	-30,800	Closed	-$2.38M	–	460
2022 Q1	$2.38M	Buy	30,800 +2,306	+8%	+$192K	0.07%	133
2021 Q4	$2.62M	Buy	28,494 +9,924	+53%	+$835K	0.08%	120
2021 Q3	$1.26M	Buy	18,570 +5,261	+40%	+$382K	0.04%	181
2021 Q2	$989K	Buy	13,309 +2,222	+20%	+$175K	0.03%	206
2021 Q1	$841K	Buy	11,087 +4,023	+57%	+$252K	0.03%	204
2020 Q4	$392K	Buy	+7,064	New	+$388K	0.02%	292
2020 Q3	–	Sell	-5,432	Closed	-$269K	–	361
2020 Q2	$269K	Buy	+5,432	New	+$231K	0.01%	288
2020 Q1	–	Sell	-5,302	Closed	-$261K	–	339
2019 Q4	$261K	Buy	+5,302	New	+$250K	0.01%	292

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

Cerity Partners OCIO's UFPI Position: Q2 2022 in Review

Cerity Partners OCIO sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 30,800 shares — an estimated $2.38M sold.

Cerity Partners OCIO first reported a position in UFPI in Q4 2019 and held it in 8 quarters. The position peaked at $2.62M in Q4 2021. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

Cerity Partners OCIO reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
Cerity Partners OCIO sold 30,800 UFP Industries shares in Q2 2022, an estimated $2.38M.
Cerity Partners OCIO first reported a position in UFP Industries in Q4 2019 and held it in 8 quarters.
Cerity Partners OCIO's UFP Industries position peaked at $2.62M in Q4 2021.
318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.