Claris Advisors’s UFP Industries UFPI Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-5	Closed	-$656	–	1084
2024 Q3	$656	Buy	+5	New	+$604	﹤0.01%	553

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Claris Advisors's UFPI Position: Q4 2024 in Review

Claris Advisors sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 5 shares — an estimated $656 sold.

Claris Advisors first reported a position in UFPI in Q3 2024 and held it in 1 quarter. The position peaked at $656 in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

Claris Advisors reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 UFP Industries shares in Q4 2024, an estimated $656.
Claris Advisors first reported a position in UFP Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's UFP Industries position peaked at $656 in Q3 2024.
439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.