CIBC Private Wealth Group
UFPI icon

CIBC Private Wealth Group’s UFP Industries UFPI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$37.6K Buy
413
+223
+117% +$20.4K ﹤0.01% 1906
2025
Q3 		$17.8K Buy
190
+3
+2% +$303 ﹤0.01% 2189
2025
Q2 		$18.6K Sell
187
-201
-52% -$20.3K ﹤0.01% 2045
2025
Q1 		$39.2K Sell
388
-163
-30% -$18.2K ﹤0.01% 1720
2024
Q4 		$60.6K Buy
551
+68
+14% +$8.76K ﹤0.01% 1615
2024
Q3 		$63.4K Sell
483
-255
-35% -$30.8K ﹤0.01% 1685
2024
Q2 		$80.3K Sell
738
-40
-5% -$4.65K ﹤0.01% 1480
2024
Q1 		$93.3K Buy
+778
New +$90.4K ﹤0.01% 1423
2018
Q3 		– Sell
-234
Closed -$9K – 1682
2018
Q2 		$9K Hold
234
– – ﹤0.01% 1601
2018
Q1 		$8K Hold
234
– – ﹤0.01% 1579
2017
Q4 		$9K Buy
+234
New +$8.6K ﹤0.01% 1582

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return