Cerity Partners’s UFP Technologies UFPT Stock Holding History

Cerity Partners’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
2024 Q4	–	Sell	-658	Closed	-$208K	–	2600
2024 Q3	$208K	Buy	+658	New	+$210K	﹤0.01%	2298

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's UFPT Position: Q4 2024 in Review

Cerity Partners sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 658 shares — an estimated $208K sold.

Cerity Partners first reported a position in UFPT in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

Cerity Partners reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 658 UFP Technologies shares in Q4 2024, an estimated $208K.
Cerity Partners first reported a position in UFP Technologies in Q3 2024 and held it in 1 quarter.
Cerity Partners's UFP Technologies position peaked at $208K in Q3 2024.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.