CCM
Copeland Capital Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5M | Sell |
488,289
-47,093
| -9% | -$4.68M | 1% | 43 |
|
|
2025
Q1 | $57.3M | Sell |
535,382
-12,722
| -2% | -$1.36M | 1.15% | 32 |
|
|
2024
Q4 | $61.7M | Buy |
548,104
+1,907
| +0.3% | +$215K | 1.15% | 33 |
|
|
2024
Q3 | $71.7M | Buy |
546,197
+5,515
| +1% | +$724K | 1.25% | 26 |
|
|
2024
Q2 | $60.6M | Buy |
540,682
+2,745
| +0.5% | +$307K | 1.13% | 35 |
|
|
2024
Q1 | $66.2M | Buy |
537,937
+12,521
| +2% | +$1.54M | 1.2% | 34 |
|
|
2023
Q4 | $66M | Sell |
525,416
-14,604
| -3% | -$1.83M | 1.32% | 33 |
|
|
2023
Q3 | $55.3M | Buy |
540,020
+77,828
| +17% | +$7.97M | 1.19% | 38 |
|
|
2023
Q2 | $44.9M | Sell |
462,192
-252,524
| -35% | -$24.5M | 0.93% | 51 |
|
|
2023
Q1 | $56.8M | Buy |
714,716
+136,823
| +24% | +$10.9M | 1.34% | 40 |
|
|
2022
Q4 | $45.8M | Buy |
577,893
+82,037
| +17% | +$6.5M | 1.21% | 40 |
|
|
2022
Q3 | $35.8M | Sell |
495,856
-137,747
| -22% | -$9.94M | 1.18% | 36 |
|
|
2022
Q2 | $43.2M | Sell |
633,603
-75,948
| -11% | -$5.18M | 1.37% | 27 |
|
|
2022
Q1 | $54.7M | Buy |
709,551
+4,812
| +0.7% | +$371K | 1.51% | 18 |
|
|
2021
Q4 | $64.8M | Buy |
704,739
+8,565
| +1% | +$788K | 1.68% | 8 |
|
|
2021
Q3 | $47.3M | Buy |
696,174
+149,387
| +27% | +$10.2M | 1.35% | 29 |
|
|
2021
Q2 | $40.6M | Buy |
546,787
+417,127
| +322% | +$31M | 1.22% | 38 |
|
|
2021
Q1 | $9.83M | Buy |
+129,660
| New | +$9.83M | 0.31% | 82 |
|