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Chartwell Investment Partners’s UFP Technologies UFPT Stock Holding History

Chartwell Investment 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
Q3 		$1.44M Buy
4,560
+36
+0.8% +$11.5K 0.05% 321
2024
Q2 		$1.19M Sell
4,524
-735
-14% -$182K 0.04% 328
2024
Q1 		$1.33M Buy
5,259
+124
+2% +$23.6K 0.05% 336
2023
Q4 		$883K Buy
5,135
+1,567
+44% +$254K 0.03% 371
2023
Q3 		$576K Hold
3,568
– – 0.02% 385
2023
Q2 		$692K Buy
+3,568
New +$552K 0.03% 378

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's UFPT Position: Q3 2024 in Review

Chartwell Investment Partners increased its UFP Technologies (UFPT) stake by 0.8% in Q3 2024, buying an estimated $11.5K and bringing the position to 4,560 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #321.

Chartwell Investment Partners first reported a position in UFPT in Q2 2023 and has held it in 6 quarters since. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

  • Chartwell Investment Partners held 4,560 shares of UFP Technologies worth $1.44M as of Q3 2024.
  • Chartwell Investment Partners bought 36 UFP Technologies shares in Q3 2024, an estimated $11.5K.
  • UFP Technologies made up 0.05% of Chartwell Investment Partners's portfolio in Q3 2024, its #321 holding.
  • Chartwell Investment Partners first reported a position in UFP Technologies in Q2 2023 and has held it in 6 quarters since.
  • 281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.