Chicago Equity Partners’s UFP Industries UFPI Stock Holding History

Chicago Equity Partners’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
2020 Q1	$481K	Sell	12,930 -15,305	-54%	-$703K	0.05%	436
2019 Q4	$1.35M	Sell	28,235 -2,270	-7%	-$107K	0.08%	376
2019 Q3	$1.22M	Buy	+30,505	New	+$1.19M	0.06%	438
2017 Q2	–	Sell	-43,107	Closed	-$1.42M	–	858
2017 Q1	$1.42M	Sell	43,107 -1,830	-4%	-$61.1K	0.04%	401
2016 Q4	$1.53M	Sell	44,937 -55,665	-55%	-$1.81M	0.04%	389
2016 Q3	$3.3M	Sell	100,602 -26,355	-21%	-$914K	0.09%	214
2016 Q2	$3.92M	Sell	126,957 -37,590	-23%	-$1.06M	0.11%	181
2016 Q1	$4.71M	Sell	164,547 -9,330	-5%	-$222K	0.14%	161
2015 Q4	$3.96M	Buy	173,877 +22,566	+15%	+$536K	0.11%	182
2015 Q3	$2.91M	Buy	+151,311	New	+$3.01M	0.08%	207

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chicago Equity Partners's UFPI Position: Q1 2020 in Review

Chicago Equity Partners reduced its UFP Industries (UFPI) stake by 54% in Q1 2020, selling an estimated $703K and leaving 12,930 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #436.

Chicago Equity Partners first reported a position in UFPI in Q3 2015 and has held it in 10 quarters since. The position peaked at $4.71M in Q1 2016. 238 funds tracked by Wall St. Rank hold UFPI as of Q1 2020.

Chicago Equity Partners held 12,930 shares of UFP Industries worth $481K as of Q1 2020.
Chicago Equity Partners sold 15,305 UFP Industries shares in Q1 2020, an estimated $703K.
UFP Industries made up 0.05% of Chicago Equity Partners's portfolio in Q1 2020, its #436 holding.
Chicago Equity Partners first reported a position in UFP Industries in Q3 2015 and has held it in 10 quarters since.
Chicago Equity Partners's UFP Industries position peaked at $4.71M in Q1 2016.
238 funds tracked by Wall St. Rank held UFP Industries as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.