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Convergence Investment Partners’s UFP Industries UFPI Stock Holding History

Convergence Investment Partners’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
2021
Q2 		– Sell
-2,549
Closed -$193K – 284
2021
Q1 		$193K Buy
+2,549
New +$160K 0.09% 209
2020
Q4 		– Sell
-13,263
Closed -$749K – 283
2020
Q3 		$749K Sell
13,263
-4,306
-25% -$243K 0.26% 137
2020
Q2 		$870K Buy
17,569
+2,742
+18% +$117K 0.3% 120
2020
Q1 		$551K Sell
14,827
-7,145
-33% -$328K 0.24% 130
2019
Q4 		$1.05M Sell
21,972
-5,797
-21% -$273K 0.3% 123
2019
Q3 		$1.11M Buy
+27,769
New +$1.08M 0.31% 121
2018
Q3 		– Sell
-18,727
Closed -$686K – 360
2018
Q2 		$686K Buy
+18,727
New +$656K 0.1% 246
2017
Q2 		– Sell
-27,105
Closed -$890K – 406
2017
Q1 		$890K Buy
+27,105
New +$906K 0.13% 253
2016
Q4 		– Sell
-38,790
Closed -$1.27M – 377
2016
Q3 		$1.27M Sell
38,790
-84,930
-69% -$2.95M 0.19% 210
2016
Q2 		$3.82M Sell
123,720
-22,608
-15% -$636K 0.53% 58
2016
Q1 		$4.19M Buy
146,328
+41,766
+40% +$995K 0.5% 66
2015
Q4 		$2.38M Buy
104,562
+40,770
+64% +$969K 0.27% 141
2015
Q3 		$1.23M Sell
63,792
-36,768
-37% -$732K 0.14% 228
2015
Q2 		$1.74M Hold
100,560
– – 0.17% 196
2015
Q1 		$1.86M Buy
100,560
+53,100
+112% +$923K 0.26% 143
2014
Q4 		$842K Sell
47,460
-31,380
-40% -$509K 0.11% 276
2014
Q3 		$1.12M Hold
78,840
– – 0.15% 204
2014
Q2 		$1.27M Buy
78,840
+23,580
+43% +$398K 0.17% 195
2014
Q1 		$1.02M Buy
55,260
+20,280
+58% +$361K 0.16% 190
2013
Q4 		$608K Buy
+34,980
New +$576K 0.1% 240

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Convergence Investment Partners's UFPI Position: Q2 2021 in Review

Convergence Investment Partners sold out of UFP Industries (UFPI) in Q2 2021, closing a stake of 2,549 shares — an estimated $193K sold.

Convergence Investment Partners first reported a position in UFPI in Q4 2013 and held it in 20 quarters. The position peaked at $4.19M in Q1 2016. 290 funds tracked by Wall St. Rank hold UFPI as of Q2 2021.

  • Convergence Investment Partners reported no remaining UFP Industries position as of Q2 2021 after selling out during the quarter.
  • Convergence Investment Partners sold 2,549 UFP Industries shares in Q2 2021, an estimated $193K.
  • Convergence Investment Partners first reported a position in UFP Industries in Q4 2013 and held it in 20 quarters.
  • Convergence Investment Partners's UFP Industries position peaked at $4.19M in Q1 2016.
  • 290 funds tracked by Wall St. Rank held UFP Industries as of Q2 2021.

Based on Convergence Investment Partners's 13F filing for Q2 2021, filed 19 Jul 2021.