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Concourse Financial Group Securities’s UFP Industries UFPI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-207
Closed -$24.4K – 1927
2024
Q4 		$24.4K Sell
207
-4
-2% -$516 ﹤0.01% 1488
2024
Q3 		$27.7K Sell
211
-17
-7% -$2.05K ﹤0.01% 1422
2024
Q2 		$25.5K Sell
228
-10
-4% -$1.16K ﹤0.01% 1438
2024
Q1 		$29.3K Sell
238
-395
-62% -$45.9K ﹤0.01% 1394
2023
Q4 		$79.5K Buy
633
+17
+3% +$1.84K 0.01% 973
2023
Q3 		$63.1K Sell
616
-40
-6% -$4.04K ﹤0.01% 990
2023
Q2 		$63.7K Sell
656
-170
-21% -$14.2K ﹤0.01% 1008
2023
Q1 		$65.6K Buy
826
+37
+5% +$3.17K 0.01% 997
2022
Q4 		$62.5K Sell
789
-22
-3% -$1.68K 0.01% 990
2022
Q3 		$59K Sell
811
-264
-25% -$21K 0.01% 899
2022
Q2 		$73K Sell
1,075
-205
-16% -$15.4K 0.01% 936
2022
Q1 		$99K Buy
1,280
+31
+2% +$2.59K 0.01% 869
2021
Q4 		$115K Buy
1,249
+78
+7% +$6.56K 0.01% 949
2021
Q3 		$80K Buy
1,171
+327
+39% +$23.8K ﹤0.01% 1102
2021
Q2 		$63K Buy
844
+477
+130% +$37.7K ﹤0.01% 1201
2021
Q1 		$28K Buy
+367
New +$23K ﹤0.01% 1457

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Concourse Financial Group Securities's UFPI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 207 shares — an estimated $24.4K sold.

Concourse Financial Group Securities first reported a position in UFPI in Q1 2021 and held it in 16 quarters. The position peaked at $115K in Q4 2021. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 207 UFP Industries shares in Q1 2025, an estimated $24.4K.
  • Concourse Financial Group Securities first reported a position in UFP Industries in Q1 2021 and held it in 16 quarters.
  • Concourse Financial Group Securities's UFP Industries position peaked at $115K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.