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Clark Capital Management Group’s UFP Industries UFPI Stock Holding History

Clark Capital Management 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
2024
Q1 		– Sell
-217,049
Closed -$27.3M – 431
2023
Q4 		$27.3M Sell
217,049
-102,889
-32% -$11.1M 0.22% 133
2023
Q3 		$32.8M Sell
319,938
-147,330
-32% -$14.9M 0.33% 101
2023
Q2 		$45.3M Buy
467,268
+124,664
+36% +$10.4M 0.41% 65
2023
Q1 		$27.2M Sell
342,604
-91,371
-21% -$7.82M 0.3% 120
2022
Q4 		$34.4M Buy
433,975
+64,217
+17% +$4.91M 0.32% 84
2022
Q3 		$26.7M Buy
369,758
+57,896
+19% +$4.6M 0.35% 87
2022
Q2 		$21.3M Sell
311,862
-88,774
-22% -$6.69M 0.28% 119
2022
Q1 		$30.9M Sell
400,636
-75,785
-16% -$6.32M 0.35% 93
2021
Q4 		$43.8M Buy
476,421
+13,577
+3% +$1.14M 0.54% 54
2021
Q3 		$31.5M Buy
462,844
+114,773
+33% +$8.34M 0.43% 76
2021
Q2 		$25.9M Sell
348,071
-69,021
-17% -$5.45M 0.36% 113
2021
Q1 		$31.6M Buy
417,092
+60,957
+17% +$3.82M 0.48% 74
2020
Q4 		$19.8M Sell
356,135
-129,390
-27% -$7.1M 0.33% 134
2020
Q3 		$27.4M Buy
485,525
+32,450
+7% +$1.83M 0.52% 61
2020
Q2 		$22.4M Buy
453,075
+377,483
+499% +$16.1M 0.42% 89
2020
Q1 		$2.81M Sell
75,592
-6,885
-8% -$316K 0.07% 149
2019
Q4 		$3.93M Buy
82,477
+22,657
+38% +$1.07M 0.08% 151
2019
Q3 		$2.39M Buy
+59,820
New +$2.33M 0.05% 179
2017
Q3 		– Sell
-48,693
Closed -$1.42M – 328
2017
Q2 		$1.42M Buy
+48,693
New +$1.48M 0.06% 182

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clark Capital Management Group's UFPI Position: Q1 2024 in Review

Clark Capital Management Group sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 217,049 shares — an estimated $27.3M sold.

Clark Capital Management Group first reported a position in UFPI in Q2 2017 and held it in 19 quarters. The position peaked at $45.3M in Q2 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Clark Capital Management Group reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 217,049 UFP Industries shares in Q1 2024, an estimated $27.3M.
  • Clark Capital Management Group first reported a position in UFP Industries in Q2 2017 and held it in 19 quarters.
  • Clark Capital Management Group's UFP Industries position peaked at $45.3M in Q2 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Clark Capital Management Group's 13F filing for Q1 2024, filed 15 May 2024.