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Cornerstone Advisors (Washington)’s UFP Industries UFPI Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q2 		– Sell
-52
Closed -$2K – 798
2020
Q1 		$2K Hold
52
– – ﹤0.01% 607
2019
Q4 		$2K Hold
52
– – ﹤0.01% 615
2019
Q3 		$2K Hold
52
– – ﹤0.01% 609
2019
Q2 		$2K Hold
52
– – ﹤0.01% 1188
2019
Q1 		$2K Buy
52
+32
+160% +$961 ﹤0.01% 1062
2018
Q4 		$1K Buy
+20
New +$575 ﹤0.01% 1106

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UFPI Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of UFP Industries (UFPI) in Q2 2020, closing a stake of 52 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in UFPI in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q1 2020. 241 funds tracked by Wall St. Rank hold UFPI as of Q2 2020.

  • Cornerstone Advisors (Washington) reported no remaining UFP Industries position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 52 UFP Industries shares in Q2 2020, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in UFP Industries in Q4 2018 and held it in 6 quarters.
  • Cornerstone Advisors (Washington)'s UFP Industries position peaked at $2K in Q1 2020.
  • 241 funds tracked by Wall St. Rank held UFP Industries as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.