CLM
UFPI icon

ClearBridge LLC (Maryland)’s UFP Industries UFPI Stock Holding History

ClearBridge LLC (Maryland)’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
2014
Q2 		– Sell
-942
Closed -$17K – 205
2014
Q1 		$17K Sell
942
-210
-18% -$3.74K ﹤0.01% 181
2013
Q4 		$20K Sell
1,152
-360
-24% -$5.93K ﹤0.01% 172
2013
Q3 		$21K Hold
1,512
– – ﹤0.01% 163
2013
Q2 		$21K Buy
+1,512
New +$19.7K ﹤0.01% 198

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Century Capital Management Boston, Massachusetts $581M AUM 29.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge LLC (Maryland)'s UFPI Position: Q2 2014 in Review

ClearBridge LLC (Maryland) sold out of UFP Industries (UFPI) in Q2 2014, closing a stake of 942 shares — an estimated $17K sold.

ClearBridge LLC (Maryland) first reported a position in UFPI in Q2 2013 and held it in 4 quarters. The position peaked at $21K in Q3 2013. 137 funds tracked by Wall St. Rank hold UFPI as of Q2 2014.

  • ClearBridge LLC (Maryland) reported no remaining UFP Industries position as of Q2 2014 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 942 UFP Industries shares in Q2 2014, an estimated $17K.
  • ClearBridge LLC (Maryland) first reported a position in UFP Industries in Q2 2013 and held it in 4 quarters.
  • ClearBridge LLC (Maryland)'s UFP Industries position peaked at $21K in Q3 2013.
  • 137 funds tracked by Wall St. Rank held UFP Industries as of Q2 2014.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q2 2014, filed 14 Aug 2014.