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Crown Advisors Management’s UFP Industries UFPI Stock Holding History

Crown Advisors Management’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
Q4 		– Sell
-40,000
Closed -$2.26M – 45
2020
Q3 		$2.26M Buy
+40,000
New +$2.26M 1.47% 32

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Crown Advisors Management's UFPI Position: Q4 2020 in Review

Crown Advisors Management sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 40,000 shares — an estimated $2.26M sold.

Crown Advisors Management first reported a position in UFPI in Q3 2020 and held it in 1 quarter. The position peaked at $2.26M in Q3 2020. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Crown Advisors Management reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Crown Advisors Management sold 40,000 UFP Industries shares in Q4 2020, an estimated $2.26M.
  • Crown Advisors Management first reported a position in UFP Industries in Q3 2020 and held it in 1 quarter.
  • Crown Advisors Management's UFP Industries position peaked at $2.26M in Q3 2020.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Crown Advisors Management's 13F filing for Q4 2020, filed 9 Feb 2021.