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CWA Asset Management Group’s UFP Industries UFPI Stock Holding History

CWA Asset Management Group’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
2024
Q4 		– Sell
-3,110
Closed -$408K – 622
2024
Q3 		$408K Buy
+3,110
New +$376K 0.02% 404
2024
Q1 		$257K Buy
+2,087
New +$242K 0.02% 457

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWA Asset Management Group's UFPI Position: Q4 2024 in Review

CWA Asset Management Group sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 3,110 shares — an estimated $408K sold.

CWA Asset Management Group first reported a position in UFPI in Q1 2024 and held it in 2 quarters. The position peaked at $408K in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • CWA Asset Management Group reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • CWA Asset Management Group sold 3,110 UFP Industries shares in Q4 2024, an estimated $408K.
  • CWA Asset Management Group first reported a position in UFP Industries in Q1 2024 and held it in 2 quarters.
  • CWA Asset Management Group's UFP Industries position peaked at $408K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on CWA Asset Management Group's 13F filing for Q4 2024, filed 6 Jan 2025.