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Denali Advisors’s UFP Industries UFPI Stock Holding History

Denali Advisors’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
Q2 		– Sell
-15
Closed -$1.84K – 447
2024
Q1 		$1.84K Sell
15
-36
-71% -$4.18K ﹤0.01% 407
2023
Q4 		$6.4K Sell
51
-7
-12% -$756 ﹤0.01% 347
2023
Q3 		$5.94K Buy
58
+1
+2% +$101 ﹤0.01% 368
2023
Q2 		$5.53K Buy
57
+3
+6% +$250 ﹤0.01% 365
2023
Q1 		$4.29K Buy
54
+13
+32% +$1.11K ﹤0.01% 332
2022
Q4 		$3.25K Sell
41
-48,659
-100% -$3.72M ﹤0.01% 342
2022
Q3 		$3.51M Buy
48,700
+13,300
+38% +$1.06M 1.66% 18
2022
Q2 		$2.41M Buy
+35,400
New +$2.67M 1.05% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Denali Advisors's UFPI Position: Q2 2024 in Review

Denali Advisors sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 15 shares — an estimated $1.84K sold.

Denali Advisors first reported a position in UFPI in Q2 2022 and held it in 8 quarters. The position peaked at $3.51M in Q3 2022. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • Denali Advisors reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 15 UFP Industries shares in Q2 2024, an estimated $1.84K.
  • Denali Advisors first reported a position in UFP Industries in Q2 2022 and held it in 8 quarters.
  • Denali Advisors's UFP Industries position peaked at $3.51M in Q3 2022.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.