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Disciplined Investments’s UFP Industries UFPI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-14
Closed -$1.36K – 1451
2023
Q2 		$1.36K Hold
14
– – ﹤0.01% 829
2023
Q1 		$1.11K Buy
14
+1
+8% +$86 ﹤0.01% 911
2022
Q4 		$1.03K Buy
13
+2
+18% +$153 ﹤0.01% 890
2022
Q3 		$1K Sell
11
-5
-31% -$398 ﹤0.01% 1112
2022
Q2 		$1K Buy
16
+2
+14% +$151 ﹤0.01% 1142
2022
Q1 		$1K Buy
+14
New +$1.17K ﹤0.01% 1211

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's UFPI Position: Q3 2023 in Review

Disciplined Investments sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 14 shares — an estimated $1.36K sold.

Disciplined Investments first reported a position in UFPI in Q1 2022 and held it in 6 quarters. The position peaked at $1.36K in Q2 2023. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • Disciplined Investments reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 UFP Industries shares in Q3 2023, an estimated $1.36K.
  • Disciplined Investments first reported a position in UFP Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's UFP Industries position peaked at $1.36K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.