D.A. Davidson & Co’s UFP Technologies UFPT Stock Holding History

D.A. Davidson & Co’s Portfolio UFPT Stock Details UFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,300	Closed	-$252K	–	1392
2023 Q2	$252K	Buy	+1,300	New	+$201K	﹤0.01%	1162

Other funds holding UFPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

D.A. Davidson & Co's UFPT Position: Q3 2023 in Review

D.A. Davidson & Co sold out of UFP Technologies (UFPT) in Q3 2023, closing a stake of 1,300 shares — an estimated $252K sold.

D.A. Davidson & Co first reported a position in UFPT in Q2 2023 and held it in 1 quarter. The position peaked at $252K in Q2 2023. 208 funds tracked by Wall St. Rank hold UFPT as of Q3 2023.

D.A. Davidson & Co reported no remaining UFP Technologies position as of Q3 2023 after selling out during the quarter.
D.A. Davidson & Co sold 1,300 UFP Technologies shares in Q3 2023, an estimated $252K.
D.A. Davidson & Co first reported a position in UFP Technologies in Q2 2023 and held it in 1 quarter.
D.A. Davidson & Co's UFP Technologies position peaked at $252K in Q2 2023.
208 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2023.

Based on D.A. Davidson & Co's 13F filing for Q3 2023, filed 8 Nov 2023.