Cerity Partners OCIO’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-30,800
| Closed | -$2.38M | – | 457 |
|
|
2022
Q1 | $2.38M | Buy |
30,800
+2,306
| +8% | +$178K | 0.07% | 132 |
|
|
2021
Q4 | $2.62M | Buy |
28,494
+9,924
| +53% | +$913K | 0.08% | 119 |
|
|
2021
Q3 | $1.26M | Buy |
18,570
+5,261
| +40% | +$358K | 0.04% | 180 |
|
|
2021
Q2 | $989K | Buy |
13,309
+2,222
| +20% | +$165K | 0.03% | 205 |
|
|
2021
Q1 | $841K | Buy |
11,087
+4,023
| +57% | +$305K | 0.03% | 203 |
|
|
2020
Q4 | $392K | Buy |
+7,064
| New | +$392K | 0.02% | 291 |
|
|
2020
Q3 | – | Sell |
-5,432
| Closed | -$269K | – | 360 |
|
|
2020
Q2 | $269K | Buy |
+5,432
| New | +$269K | 0.01% | 287 |
|
|
2020
Q1 | – | Sell |
-5,302
| Closed | -$261K | – | 337 |
|
|
2019
Q4 | $261K | Buy |
+5,302
| New | +$261K | 0.01% | 291 |
|